We have an exciting update on our Web Platform: the deal Preview is now available.
This feature lets you browse all your deals information more quickly and easily.
Here’s how it works:
just hover your mouse on the deal you’re working on and the button “Preview” will appear: clicking on it, a new summary card of your deal will show up.
No need to go into each deal and losing the point when going back to the deals page: everything you need just appears on the right. You can call your customer right from this card, without entering the contact page.
Under the ‘Activity‘ tab you’ll see your interaction stats and below that you have your activity log, where you can see the details of updates that have happened on the deal record.
Under ‘Details‘ you’ll see tags and custom fields you filled out to create the deals, secondary contacts and products linked to the deal.
Try “Preview” now, this feature is available for all Sellf plans.