Early sneak peek to Pinning Lead Notes!
We’re also getting close to wrapping up the new Deals CSV Import Tool, this is a great way to import all your past closed deals into the CRM for tracking and management using smart lists!
Along with this change, we’re also introducing Deal Bulk Actions. This is going to make managing large amount of deals so much better!
You will be able to mass-assign agents, sources, set commission, referral fees, agent split values, or tag your deals – another new feature to help with deal management, Deal Tags!
The September release is going to be big!