Every delay after a pipeline meeting costs deal momentum
During Monday meetings and other pipeline reviews, you and your team make critical decisions about your deals. But long pauses to take action—whether it's setting a reminder or sending a follow-up email—can interrupt the conversation and slow momentum. Deferring these tasks for later only increases the risk of oversight. To keep deals moving, your team needs a seamless way to take action without disrupting the flow of discussion.
Win the right deals faster with instant actions in Kanban board view
To help teams act faster on the deal decisions made in pipeline meetings, we've introduced a new action bar on kanban cards in board view. This features gives you quick access to four common meeting actions:
- Taking a note
- Setting a reminder
- Uploading a file
- Sending an email
Now, as you review your pipeline, you can instantly take the next step on a deal - helping you increase your deal velocity, avoid missed follow-ups, and outpace the competition in getting to the best deals.
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Flexible to fit your workflow
Since teams use kanban views in different ways, we've made the action bar fully configurable. You can enable or disable it for each board in the customize view panel, ensuring it aligns with the board's purpose.
Try it out today and keep your deals moving.
