Estimates: New filter (Viewed) and Product Descriptions
Published on: 08/11/2024
New Status Addition for Estimates in Workflows. You can now filter your workflows for estimates with the following new status - Viewed.
UPDATES
New Status Addition for Estimates in Workflows. You can now filter your workflows for estimates with the following new status - Viewed.
We’re excited to introduce the Opportunity Card Customization feature. This update allows users to personalize the fields displayed on their opportunity cards within the pipeline view.
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