This article is intended for MC Trade clients who are part of the Sales Opportunities Alpha Testing project. If you are interested in becoming a tester, please contact lauren.bashaw@memberclicks.com.
With our 20.11 software update, we've updated the new Sales Opportunities features based on your feedback:
- Updated the My Sales Opportunities dashboard to only include open Sales Opportunities (not Closed/Lost items)
- Updated the My Sales Opportunities dashboard to display your personal last Contact date for that profile, regardless of how the Contact was created
- Adjusted the spacing and styling in the add/edit Sales Opportunities window
- Added sorting to the columns in the My Sales Opportunities dashboard