v24.02.2018.54
Improvement
20th February 2024
22 February 2024
Adds the ability to copy a linked lead or opportunity to another workflow, supporting teams that split work across multiple workflows. Also improves the timeline layout, with the current document anchored left and others indented, plus filter icons to show or hide documents, tasks, emails, or comments.
NEW
Copy a Linked Lead/Opportunity to Another Workflow – Use if a lead/opportunity is split across different teams using different workflows.
Improved Timeline – The current document (i.e. Quote, Job/Sales order) is to the left with all others indented for ease of reading. Use the Icons at the top to filter out other documents, tasks, emails or comments:
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