A real new-business sales pipeline alongside account management
Sales admin can now add a ready-made New business pipeline (Lead, Qualified, Demo, Proposal, Negotiation, Won, Lost), each stage with its own chance of…
Nuova funzionalità · Crescita ·
Sales admin can now add a ready-made New business pipeline (Lead, Qualified, Demo, Proposal, Negotiation, Won, Lost), each stage with its own chance of winning, and start any new pipeline from the New business or Account management template. The deal type picks the pipeline a new deal starts on (New Business and Upsell go to new business, Renewal and Existing Business to account management), and every deal can be switched to another pipeline from its form or details. A stage can fill itself in: sending a proposal moves the deal onto the Proposal stage automatically. The Deals board and table, the Sales hub, Insights and Forecast now carry a pipeline switcher, and a Move deals tool shows exactly where each stage's deals would land on another pipeline before anything moves. Closed stages now show in the pipeline card at their fixed 100% or 0% instead of disappearing.
ottobre 2026 · Rilasci e miglioramenti
Long documents with tables keep their page layout · Clearer AI connector permissions for Claude and ChatGPT
