Similar to the table in the pipeline view, users can dive deeper into any specific opportunity by selecting one of the available buttons on the opportunity card:
Click on an opportunity's name to access the opportunity's side drawer
Click on the "..." icon and select from one of the multiple actions (i.e., create a note, log in a new activity, etc.)
Select the thunderbolt icon to review similar deals.
Access the details of any opportunities through the Kanban Board
Related Articles:
...
π‘ Need help? Send us a message via the in-app chat or email us at [email protected].
π€ Want to talk to someone? Book a session with one of our specialists!