Sales Pipeline Management (SPM)
  • 1 Minute to read
  • Dark
    Light
  • PDF

Sales Pipeline Management (SPM)

  • Dark
    Light
  • PDF

Article summary

Features added on SPM

The features added to SPM are: 

Included Summary of navigation in the snapshot.

The 'Snapshot' section now includes a comprehensive summary of all available information from navigation, ensuring that the user can conveniently access summarized information without the need to navigate to individual sections. This enhancement simplifies the user experience and provides quick access to a consolidated overview of the data.  

The added sections in the snapshot are:  

  • Contact Role
  • Address
  • Service Profile
  • Revenue Opportunity
  • Document
  • Custom
  • Date Type