Now any document, image, video or other file related to a deal is found under the "Files" tab. It brings together files that were previously hidden in forms, invoices and other. You can now clearly see the source of the file.
You can even upload videos! Coming soon to mobile.
We've put the notes in a more prominent place so it's easy to see all the important comments on a deal, without having to scroll through the activity. It also now shows which team member left the note to make it easier to collaborate.
Don't forget you can format text and add links here too!
We've added a tab to the Business Performance page on the web app (renamed Analytics) where you can see metrics associated with your tag usage 📈🤯
We're planning to add a whole lot more metrics here in the future - let us know if there's a particular metric you'd like to see broken down by tag!
As well as uploading up to 5 images at once it's also got a lot faster!
We've given the customer page a fresh look, including adding any events relating to the customer, some analytics and an overall cleaner layout.
Quickly create similar items with their linked materials using the new "Duplicate" quick action.
When splitting invoices, we know how important it is for you to be able to decide exactly what goes on each invoice.
Our newest release gives you that ability! 🤩🤯🦄
When editing a draft invoice, you can click 'Edit % due by line' for total configurability. You're free to include none, some, or all of the value of each item!
We hope this feature works well for you! Let us know what you think. 🧠
The deal owner is shown on the pipeline and listed deals page, additionally you can filter by owner to see exactly which deals someone owns.
Get notified straight away when a task is assigned to you, when you get paid and when a payment requires confirmation. 💸
Ricky Wray is to thank for raising this one with us! 👏🏼
