Opportunity Smart Lists
Smart Lists help keep important contacts front and center, making it easier to access information and share focused views with your team. You can now create Smart Lists directly inside Opportunities. Let’s dive in!
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NOTE: Before using the search bar,
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our entire library of updates.
Smart Lists help keep important contacts front and center, making it easier to access information and share focused views with your team. You can now create Smart Lists directly inside Opportunities. Let’s dive in!
We’ve added two enhancements to Opportunities that make personal pipeline views easier to manage while giving you more context at a glance with a new filter and additional field. Here’s how it works!
The Forecast tab in Opportunities helps you track pipeline performance and predict future revenue using expected close dates and probability-based forecasting, without relying on spreadsheets. Let’s take a closer look!
The redesigned Contact Page improves access to opportunities with better visibility, faster navigation, and a more intuitive layout built for deeper customization. Let’s check it out!
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