Brand New CSV Import, Dashboard Charts, Compact View Enhancements and more...
Brand New CSV Import, Dashboard Charts, Compact View Enhancements and more (v1.2.0)firstname.lastname@example.orgT13:20:48+00:00
11 Oct 2018
We are happy to announce the Pipeliner CRM App v1.2.0 release of Pipeliner CRM Cloud. This release includes even more features from the desktop version, many mobile-related features and stability fixes.
New Features and Small Enhancements
Introducing CSV Import – You can now import leads, opportunities, accounts, and contacts into Pipeliner CRM.
A brand-new Dashboard Charts – As we focus on visualization, we bring exceptional dashboard experience. You can now create a dashboard report within Reports and review your dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. using up to 50 charts. Dashboard charts can be created for Leads, Opportunities, Accounts, Contacts, and Activities.
For better navigation, the bottom menu is expanded by default for all new Trial Users. With these improvements, you can easily see all the main features. You can also hide the expanded menu by clicking on the arrow in the bottom right corner.
We made it easier for new users to enter the Pipeliner Cloud! You can now go straight into the productProductProduct refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. without the necessity to select Space.
We have updated the Compact View! For better orientation, the records boxes within the Compact View are now limited to show the maximum of 5 last updated records.
In Administration › Units, Users and Roles we made it easier for you to edit individual roles you created. You no longer need to double-click to open the roles settings. Instead, simply click on the role and the menu with Edit Role button will slide out.
Leads and Opportunities Improvements
You can now create Leads and Opportunities by double-clicking anywhere in the PipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process. View step area.
You can now integrate your favourite Google Apps with Pipeliner Cloud! With this integration you can create, update and edit data integrating with:
Pipeliner CRM is getting better and better with each new release. If you´re curious, what other releases we had, please visit our “Release Notes” section.