SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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Pipeline Specific Insights for General Opportunity Widgets

Pipeline Specific Insights for General Opportunity Widgets

Pipeline Specific Insights for General Opportunity WidgetsRaichel.ai
Published on: 30/07/2025

Your dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!

CRM and PipelinesStatistics and Dashboard
Bulk Actions in Opportunities Available in Card View

Bulk Actions in Opportunities Available in Card View

Bulk Actions in Opportunities Available in Card ViewRaichel.ai
Published on: 25/06/2025

Managing your opportunities can be tedious and time-consuming when multiple cards need to be updated in the same way. To make this process simpler, we’ve introduced Bulk Actions to the Opportunities Card view. Let’s check it out!

CRM and Pipelines
Contact-Linked Appointment Notes

Contact-Linked Appointment Notes

Contact-Linked Appointment NotesRaichel.ai
Published on: 19/06/2025

Adding notes to your appointments helps you connect with customers and bring them a better experience. However, the notes are specific to each contact, so this improvement makes the experience smoother by keeping the notes attached across modules.

CRM and PipelinesCalendars and Appointments
Opportunity Workflow Actions

Opportunity Workflow Actions

Opportunity Workflow ActionsRaichel.ai
Published on: 19/03/2025

Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.

Workflows and AutomationsCRM and Pipelines