Sept 1st, 2023
Create and compare deal versions. Review multi-phase resource schedule timelines. Set deal probability and weighted forecasts.
This is a big release focused on enhancing your deal pipeline workflows with deal version history, new deal statuses and probability fields. We’ve also added a multi-phase resource view to the deal timeline and improved the look of resource scheduling everywhere.
We’ve also added a new top level section called pipeline forecasts. It’s a preview release containing a couple of weighted pipeline metrics based on these new features and capabilities.
Versions are read-only copies of a deal that are created automatically when you redraft or update a deal, and manually at any time. You can use versions to track historical changes or compare snapshots with different values.
Access versions from the … menu on the deal page, or via the versions button that appears in the deal header once there are multiple versions.
<aside> ☝ When a deal is approved, the contents is now read-only, ****and remains locked until the deal is redrafted. You can still update the deal status while locked.
</aside>
From the versions menu, you can see all the available versions and preview or restore them.
You can also create/rename versions and add short descriptions.
