What's new?

Version published in February 2022

Added All pipelines display filter in the signature schedule (see Searching for opportunities).

Version published in June 2021

Version published in March 2021

Added weighted amount in the Searching for and filtering opportunities chapter.
Added tags on opportunities (see Creating opportunities).
Added the Keyword code field in the Setting up the customization chapter of the CRM module.
Added timestamped schedule with the PLG_HORODATE management rule (see Creating schedules).
Added Online meeting option in schedules (see Creating schedules).
Added the Publishing an employee's timesheet statement sub-chapter.
Updated the Customizing fields in record sheets sub-chapter.
Use of the SIRENE API for Creating prospects.