by MokasIT

Intuitive and powerful sales pipe management for SuiteCRM opportunites

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Release notes

--2021-11-03-- 1) Bugfix: On upgrade, the Lost reason field isn't created if it exists. Lost reason field values in old Opportunities remain.

--2021-08-31--- 1) Bugfix: displaying of Next action in SalesPipe. Excluded Not Held meeting and Calls 2) Lost reason after dropping deal to Close Lost is filled in the special field of Opportunities. This allows more convenient filtering, reporting, workflows of the lost opportunities by lost reasons.

--- 2021-08-20--- 1) Bugfix: SP tries to activate without the user if the license is deactivated for unknown reasons. 2) Bugfix: All calls and meetings stages except planned are excluded from the next action calculation. 3) Bugfix: Ordering by Next Action is fixed

---2021-07-05-- 1) User-friendly sales stage choosing and days limits interface in SalesPipe settings.

---2021-07-01-- 1) Bugfix: Next action date format same as in user settings. 2) Bugfix: Module Mokas Sales Pipe settings do not appear after SP install. 3) New setting in SalesPipe configuration - Sorting criteria in stage column: Days in stage, Create date, Close date, Amount, Next action.

---2021-06-22-- 1) Included advanced SalesPipe configuration. 2) Added hyperlinks to Accounts and Opportunities in Lost and Won Opportunities reports.

--2021-05-31-- 1) Documents and notes are excluded from the next actions. 2) If there isn't a translation file in modules\Charts\Dashlets\SalesPipe for your current language, English translations are used by default.

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Rating
  • "Works perfect. Great tool for effective sales process management." - Jozef

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