Expanded Opportunity Values | Clixio Changelog
Expanded Opportunity Values:
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Days Since Last Stage Change Date: Quickly assess how long an opportunity has been in its current stage.
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Days Since Last Status Change Date: Monitor the freshness of opportunity status for timely follow-ups.
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Days Since Last Updated: Track recent interactions or updates.
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Next Task Due Date: Visualise upcoming tasks to manage deadlines efficiently.
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Days Till Next Task Due Date: Calculate the time remaining until the next scheduled task.
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Days Till Next Appointment Date: Anticipate upcoming appointments to ensure timely engagements.
These metrics empower users to identify bottlenecks and maintain a proactive approach to managing opportunities.
Improved Sorting and Exporting Functionality:
Sorting
and
export
features have been extended to:
Days Since Last Stage Change Date
Days Since Last Status Change Date
Days Since Last Updated
This enables robust data manipulation and easier integration with external reporting tools for detailed performance analysis.
Folder Renaming: The “Contact Details” folder has been renamed to Primary Contact Details to clarify its contents and help users quickly locate the most relevant contact information.
These updates collectively improve the visibility, analysis, and management of opportunities, making it easier for users to track and optimise their sales pipeline.
