Release Notes (May 30, 2017)

Sales and Marketing Dashboard

We have introduced a dashboard for a quick overview of your sales and marketing key performance indicators.
The dashboard is available as a fixed tab beside the home tab.

Click here for more details.


Change Workflow During Convert

Do you use multiple workflows? With this release, you will be able to move a record to a different workflow while converting it to a new stage.

To move to a different workflow, click the pencil beside the workflow name. The workflow name changes to a drop-down to select a different workflow.