Streamline Opportunities with the New and Improved SMBcrm

Exciting update: Streamlining the Opportunity Creation process

We're excited to bring to your attention a critical update that greatly enhances and streamline the opportunity creation process. This feature is designed to save time and create an easier opportunity creation experience.

Unveiling the New Opportunity Modal

When creating an opportunity from the Contact Detail or Smart List page, all the pertinent contact information will be pre-filled for your convenience in the new Opportunity modal. This is a huge upgrade as it significantly simplifies the process, saving you plenty of valuable time.

The new opportunity modal

This update ensures better accessibility for external integrations and contributes to a more intuitive and seamless user journey on SMBcrm.

As always, our goal is to provide you with the most efficient system for nurturing leads and closing deals. This latest update is in line with our continuous effort to help you run your business efficiently and smoothly.

For detailed information on how to fully utilize the new features, please visit our FAQ page.

We believe this improvement will further enhance your user experience and make opportunity creation a breeze. Enjoy the enhanced experience on SMBcrm!

Seize your opportunity today!

Dive in today and experience the new and improve opportunity creation process in SMBcrm. Should you need any assistance or have any questions, don't hesitate to contact us.

In Case You Missed It

For additional updates and feature announcements, check out our latest article here.