Discover the new view of your activities, now centralized in Webmecanik Pipeline. Track your upcoming and overdue activities at a glance, or quickly edit or delete a selection of activities. Edit and deactivate the statuses in your opportunity pipeline more easily. As you can tell, in March, with new features and improvements to your CRM, we have some major updates to show you?!
New features
Activities in table view
We already told you about it at the start of the month, but we’re too proud not to mention it again. Discover the new view of your sales activities in Webmecanik Pipeline. Plan and organize your sales management in one place in your CRM and manage your to-do list more efficiently ✅!
Bulk editing of your activities
Would you like to quickly edit or delete a list of activities? It is now possible in Webmecanik Pipeline ? Thanks to the bulk editing of your activities, you can change: the activity owner, the activity type, or even the date and time of your actions (procrastination experts, we see you ?).
Improvements and bug fixes
Creating activities from the calendar view and activity list
Add activities directly from your activity list and calendar views. From these pages, you can create all types of actions, define their owner, as well as the associated contact. A very handy shortcut for scheduling your next actions once your to-do list is empty (what do you mean you’re going on vacation? ?️).
Editing the native statuses in Webmecanik Pipeline
It is now possible to edit the names and closing rates of the native statuses in your CRM software’s Pipeline. Head to the Webmecanik Pipeline settings!
Deactivating opportunity statuses
Another improvement regarding the deactivation of your opportunity statuses.
Before: when you deactivated a status, the associated opportunities lost their status and no longer appeared in your opportunity Pipeline. ?
Now, there is no longer any possible loss of information: when an opportunity status is deactivated, we offer you the option to move your opportunities to an existing status. Easy life ✌️
Sneak peek at upcoming features ?
Why not apply bulk editing to contacts and companies? Even better, why not add filters to those contacts to segment them like PROs ✨ ?
