Managing opportunities just got easier with new tracking metrics, enhanced sorting and exporting, and an updated interface. These updates provide deeper insights into opportunity progress and help teams stay on top of important tasks and appointments.

New Fields for Opportunity Tracking

Six new fields have been introduced to give users a clearer view of opportunity progress and ensure timely follow-ups:

• Days Since Last Stage Change Date – See how long an opportunity has been in its current stage.

• Days Since Last Status Change Date – Monitor the freshness of an opportunity’s status.

• Days Since Last Updated – Keep track of the most recent interactions.

• Next Task Due Date – Stay on top of upcoming tasks and deadlines.

• Days Till Next Task Due Date – Know how much time remains before the next scheduled task.

• Days Till Next Appointment Date – Plan ahead for upcoming appointments.

These metrics make it easier to spot bottlenecks and maintain a proactive approach in opportunity management.

Improved Sorting and Exporting for Data Analysis

To make data analysis more efficient, sorting and exporting functions now include:

• Days Since Last Stage Change Date

• Days Since Last Status Change Date

• Days Since Last Updated

With these enhancements, users can manipulate data more effectively and integrate it into external reporting tools for deeper performance insights.

User Interface Update: Folder Renaming

To improve clarity and usability, the “Contact Details” folder has been renamed to “Primary Contact Details”. This makes it easier to find key contact information at a glance.

Better Opportunity Management for Sales Success

These updates collectively enhance opportunity tracking, improve data organization, and streamline sales pipeline management. With better visibility and analysis tools, users can track opportunities more efficiently and make data-driven decisions with confidence.