November 30, 2021
- Added Strategy tab for Opportunities allowing you to:
- perform a SWOT analysis on your team and your competition
- define Customer Concerns
- define Features and Benefits
- define Win Themes
- Added Missing Required Fields and Import Conflicts columns to Opportunity List, giving you better insight into which opportunities need your attention
- Added automated emails when Data Call documents are distributed, approved, or rejected
- Added the ability to set Dashboard Target Win Rates and Target Revenues at Division levels in Company Settings
- Primary Contact is now visible on the Details tab:
- Added Users Export in Company Settings
- Other improvements and bug fixes