It's been 5 years since we launched ABLE 2.0. In that time, our deal pipeline has not changed much. We're incredibly proud that the experience we crafted so many years ago has stood the test of time. As we received more feedback from our users, it became clear that we needed to reimagine the deal entry experience. We took your feedback and we've streamlined the process of creating and editing a deal.
Adding or editing a deal used to require multiple steps and screens. This can now be done in a single, streamlined interface.
You will notice that there has been a little reorganization of the fields on the screen. We realize it might take a little getting used to, but we think you'll find the the overall experience better.
The task screen will no longer automatically display. You can still add a task to your deal after you add it, by selecting the 'Missing next step. Create a task' message on the deal card.
We've also corrected the issue where the 'Associated Company' field was not populating when adding a deal from a company record.
With this update, you can create deals faster and with less effort, providing a more efficient workflow. We hope you enjoy the update and we appreciate the feedback which drives our continuous improvement!
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