We're excited to bring to your attention a critical update that greatly enhances and streamline the opportunity creation process. This feature is designed to save time and create an easier opportunity creation experience.
When creating an opportunity from the Contact Detail or Smart List page, all the pertinent contact information will be pre-filled for your convenience in the new Opportunity modal. This is a huge upgrade as it significantly simplifies the process, saving you plenty of valuable time.
This update ensures better accessibility for external integrations and contributes to a more intuitive and seamless user journey on Leads 365.
As always, our goal is to provide you with the most efficient system for nurturing leads and closing deals. This latest update is in line with our continuous effort to help you run your business efficiently and smoothly.
For detailed information on how to fully utilize the new features, please visit our FAQ page.
We believe this improvement will further enhance your user experience and make opportunity creation a breeze. Enjoy the enhanced experience on Leads 365!
Dive in today and experience the new and improve opportunity creation process in Leads 365. Should you need any assistance or have any questions, don't hesitate to contact us.
For additional updates and feature announcements, check out our latest article here.