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Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

New Feature

New in Workflows: Update Opportunity step

New in Workflows: Update Opportunity step

The new "Update Opportunity" step in Workflows can update any selected fields on an existing Opportunity. This works great for:

  • Updating an Opportunity's confidence percentage or Custom Fields fields when the status changes.
  • Updating an Opportunity's status when an event occurs on the Lead or a Custom Activity is published.
  • Changing the owner of an Opportunity when the Lead gets assigned to another user.

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