27 June 2019
We are happy to announce the v2.3.0 release of Pipeliner CRM. This release includes even more new features for the desktop app as well as other improvements to existing functionality.
New Features
General Improvements
- We implemented “What’ New” for updates about new features and releases of Pipeliner CRM. This new functionality will inform users about any new and updated features directly in the Pipeliner CRM app.
Products & Prices Updates
Custom ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Form & Fields per Product Type
- Create custom Product Types, add custom fields and forms to each Product Type and use them when adding new Products within the Products & Prices section of the Admin module.
- Ability to view custom Product forms from within Opportunities.
- Add a comment/description to each Product added to an Opportunity so that you can note specific details for each one.
To check more details about all the improvements and changes in Product Form & Fields, please visit our Knowledge Base.
Import Products & Price Lists
- Ability to import new Products into Pipeliner from a prepared CSV file, so you don’t need to add them to your existing Product List manually. Note that you can also use our open API to import Products.
- Import new custom Price lists from a prepared CSV file. Note that you can also use our API to import Price lists.
- The Products Import and Price Lists Import uses the same drag and drop wizard as our other imports, and you can import into custom Product fields and custom Product forms.
- When importing, you can also select which pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. or pipelines a Product should be available within.
To check more details about all the improvements and changes in Advanced Importing, please visit our Knowledge Base.
Screenshots
