Hey Coppernauts, guess what? We've just given your Pipelines another serious upgrade…The improvements just keep coming! 🎉
You asked for more flexibility, better insights, and a smoother workflow, and we delivered. Get ready to fall in love with your processes all over again! From sales and marketing to customer support and project management, Pipelines are now more powerful, flexible, and intuitive than ever before. That’s right!
🧠 Unleash the power of customization
Take control of your data with our expanded custom field capabilities:
- Create specific fields: Tailor your Pipelines to match your unique business processes with the ability to add custom fields that suit your needs.
- Enhance data visibility: These essential custom fields appear directly on your cards for easy access and a more streamlined workflow.
✅ Master your tasks
Effective task management is crucial for driving success. New task features will help you stay organized and focused:
- Tasks are here: Create, edit, and track tasks directly from the board view.
- Prioritize with ease: Quickly view high-priority tasks by expanding and collapsing task sections.
- Never miss a deadline: Add due dates and task statuses to your cards for better time management.
- Improve collaboration: Assign tasks to team members within the board view.
👀 Gain actionable insights
Data-driven decisions are the key to growth. Our new Flag feature highlights your most important opportunities, right at your fingertips:
- Introducing flags: Flags allow you to set conditions on records in your Pipeline. When these conditions are met, the corresponding card will be flagged with a visual indicator. This helps you easily identify deals that require attention or meet specific criteria.
- Identify top priorities: Set conditions to automatically flag deals based on specific criteria (e.g., overdue tasks, high value).
- Track performance: Generate custom reports to analyze Pipeline data, track key metrics and identify areas for improvement.
🆙 Elevate your workflow
Experience a more efficient and enjoyable workflow with our redesigned interface:
- Intuitive navigation: Enjoy an upgraded interface that makes it easy to find what you need.
If you can’t see the new board view, reach out via the in-app chat and we’ll get you set up.
Start leveraging new and improved Pipelines
Explore the new Pipelines and share your feedback with us. Your input is invaluable as we continue to enhance Copper to meet your evolving needs. Drop us a comment below! 💬