1. Support
  2. Release Notes

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