Currently only available for paid customers
It is important for Account Management Leadership and Account Managers to be able to see at a glance, key information, so that they can make decisions in an efficient way. Two important data points when reviewing pipeline are when the next meeting is scheduled for an opportunity and also the ability to filter the pipeline by stage. Both of these use cases provide teams the ability to quickly get greater insights from the data to determine the actions required.
Now, users can see for an Opportunity the "Last Meeting" and "Next Meeting."
If there is not a next meeting scheduled in M365 (with the contact listed on the Opportunity) then this cell will be RED
If there is a meeting scheduled, the cell will show the relative time to that meeting (from today, e.g. "in 2 days") and be GREEN
By selecting the stage filter, the following will happen:
The tiles with the summary numbers will change to the totals reflective of the filtered list
The results in the table will also be refined to the Opportunities which have that stage