Couverture de Opportunities Tab Added To Contact Page

Opportunities Tab Added To Contact Page

Opportunities Tab Added To Contact Page

Écouter gratuitement

Voir les détails

À propos de ce contenu audio

In this episode of The Biz Pilot Briefing we highlight a streamlined Contact Page update in Biz Pilot 360 that brings Opportunities into the right-hand panel as a dedicated tab below Associations. The change makes related deals easier to find and manage—tap the Opportunities tab to view linked records, add new opportunities with the Add button, or edit and delete via the opportunity card and its menu. Opportunities will briefly remain under Actions to ease the transition. For businesses, marketers, and entrepreneurs this delivers faster access, clearer organization, and less time hunting for deal information, enabling more efficient pipeline management and better visibility across contacts. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
Aucun commentaire pour le moment