Reorder Custom Fields in Opportunities

By David Holland

March 5, 2024

Introducing the ability to reorder custom fields in opportunities for better data organization and workflow efficiency. Only custom fields can be reordered, not standard ones. Follow simple steps in Settings to rearrange fields to customize views and enhance user experience.

Introducing New Templates

New web templates announced for marketing efforts: 2 website, 7 funnel, 1 email, 1 form, 1 survey, 4

Introducing New Templates

Estimates: New filter (Viewed) and Product Descriptions

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

Estimates: New filter (Viewed) and Product Descriptions

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Multi-Location Management Within a Single Subaccount 🚀

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

Multi-Location Management Within a Single Subaccount 🚀

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

Community leaderboard – Workflow Trigger & Action

Direct Your Visitors to a Clear Action at the Bottom of the Page