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ImprovedBrain

Sales apart from suppliers and partners

Deals with suppliers and partners, such as insurance policies, leases, consultants and partnerships, no longer sit in your sales pipeline. A switch at the top of the Deals page shows Clients or Suppliers & partners, each with its own pipeline, and sales figures count only clients.

Change the type of a deal from its form and it moves to the matching stage of the other pipeline. Closed deals in the Won and Lost columns are now in order, most recent first.

Questions about this release? Talk to the team.
Sales apart from suppliers and partners · Changelog · Nucleo