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.