Campaign Builder update: Create a Pipeline Deal
Pipeline deals and Campaign Builder (CB) are now integrated with the new "Create a deal" sequence process. You can configure it to bring in the deal name, starting stage, amount, and assigned user. Just drag the goal onto the CB canvas to begin. Learn more.
Pipeline update: Manage multiple pipelines
With the addition of multiple pipelines, managing various types of deals and processes just got easier. You can also move deals between pipelines by simply selecting from your drop-down list. Learn more.
Work even faster with global action buttons
With the new global action button, you can quickly add contacts (including SmartForms), send text messages, add tasks, send emails, and add notes. Learn more.