Open the app as a team member
Company admins can open the app as one of their team members, and the pipeline timeline records what customers do with estimates and contracts.
v2.77.0
New1
- NewAdmin
Open the app as a team member#
Company admins can choose Impersonate on the Team Members list to see exactly what that person sees, which helps when training staff or checking something they report.
Improved3
- ImprovedSales
The timeline records customer actions on estimates and contracts#
The pipeline timeline logs what the customer does with an estimate or contract, so reps can see where each deal stands.
Hear a notification sound before you pick it. Choosing a notification sound in your settings plays a preview of it. Profile
Sales dashboard calendar links open in a new tab. Details links on the sales dashboard calendar open in a new tab, so the dashboard stays where you left it. Sales