Sales Opportunities Alpha Testing - 5/1/2020

This article is intended for Atlas 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
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