Pipeline Power, Now in Your Pocket
Managing your pipeline from the field just got a major upgrade. With the new Deals Kanban Board and role-specific widgets, sales reps and managers can now view, sort, and move deals across stages faster and more intuitively right from their mobile device. Whether you're updating deals between meetings or checking team progress on the go, pipeline management is now mobile-first and drag-and-drop easy.
What's New?
Home Widget by Role
- Rep View: Quick look at open, closing soon, and rotting deals with activity highlights and weekly focus.
- Manager View: Funnel visibility across reps, forecast stats, and performance trends.
- Owner View: Org-wide metrics with filters by team, time frame, and funnel health.
Mobile Kanban Board
- Visual Pipeline: See all deals organized by stage, with drag-and-drop to move deals.
- Funnel Selector: Easily switch between different pipelines.
- Smart Filters: Use quick filters (All, Closing Soon, Rotting) or saved/custom filters.
- Deal Cards: Show key info at a glance: name, amount, owner, close date, last activity, days in-stage.
- Stage Metrics: Each stage displays deal count, adjusted value, and probability.
- Sorting & Aggregates: Sort by close date, amount, etc., and view stage totals at the top.
- View Map: See all deals geographically with a single tap.
Why You’ll Love This Update
The old way of managing deals one-by-one on mobile is gone. With this release, you get the speed of a Kanban board, the insights on a live widget, and the flexibility to work from anywhere. No more bottlenecks, no more pipeline guessing just real-time deal movement and full visibility.