Our latest Feature Release unveils an updated look to our Opportunity Cards
With our updated Opportunity Cards, it's easier than ever to get up to date on pertinent information. Important information is now segmented into tabs with expanded usability for features like our contacts module. See here for our video below detailing the new opportunity card setup.
Each of our new tabs is detailed below. Please reach out to us if you have any questions!
Contacts - With Contacts now separated from our Overview tab, you can more easily see the information that's most important to your team. We've expanded the information preview that comes with Contacts to now include the Contact's Company name, and Project Role.
Workforce - Our NEW Workforce tab allows you to allocate internal resources to projects for more accurate planning, ensuring you are proposing the right people for the job.
Tasks - With a separate tab just for Tasks, users are more easily able to utilize the Task functionality to communicate internally.
Files - Our new Files tab allows users to link documents right within their associated opportunity, making it easier than ever to stay connected with your team.