KNOWLEDGE CENTER
Expanded Opportunity Values
New Fields Added:
Days Since Last Stage Change Date: Quickly assess how long an opportunity has been in its current stage.
Days Since Last Status Change Date: Monitor the freshness of opportunity status for timely follow-ups.
Days Since Last Updated: Track recent interactions or updates.
Next Task Due Date: Visualize upcoming tasks to manage deadlines efficiently.
Days Till Next Task Due Date: Calculate the time remaining until the next scheduled task.
Days Till Next Appointment Date: Anticipate upcoming appointments to ensure timely engagements.
These metrics empower users to identify bottlenecks and maintain a proactive approach to managing opportunities.
Improved Sorting and Exporting Functionality:
Enhanced Data Analysis:
Sorting and export features have been extended to:
Days Since Last Stage Change Date
Days Since Last Status Change Date
Days Since Last Updated
This enables robust data manipulation and easier integration with external reporting tools for detailed performance analysis.
User Interface Update:
Folder Renaming: The "Contact Details" folder has been renamed to Primary Contact Details to clarify its contents and help users quickly locate the most relevant contact information.
Expanded Opportunity Values
New Fields Added:
Days Since Last Stage Change Date: Quickly assess how long an opportunity has been in its current stage.
Days Since Last Status Change Date: Monitor the freshness of opportunity status for timely follow-ups.
Days Since Last Updated: Track recent interactions or updates.
Next Task Due Date: Visualize upcoming tasks to manage deadlines efficiently.
Days Till Next Task Due Date: Calculate the time remaining until the next scheduled task.
Days Till Next Appointment Date: Anticipate upcoming appointments to ensure timely engagements.
These metrics empower users to identify bottlenecks and maintain a proactive approach to managing opportunities.
Improved Sorting and Exporting Functionality:
Enhanced Data Analysis:
Sorting and export features have been extended to:
Days Since Last Stage Change Date
Days Since Last Status Change Date
Days Since Last Updated
This enables robust data manipulation and easier integration with external reporting tools for detailed performance analysis.
User Interface Update:
Folder Renaming: The "Contact Details" folder has been renamed to Primary Contact Details to clarify its contents and help users quickly locate the most relevant contact information.