roadmapCheck out what's planned, coming up next, and currently in progress.

DESIGN TEAM

• Automation - Email Design
• Login & Signup Pages - Mobile View Designs
• Custom Fields Design Implementation (Phase 1)
• Custom Fields Configuration Screen Designs
• Custom Fields (Leads Module) Designs 

DEVELOPMENT TEAM

• Automation Customization (Invoice)
  • Automation: Invoice

• Custom Fields Implementation (Phase 1)
  • Custom Fields Configuration Screen Designs

• Custom Fields (Leads Module) Designs 
• Automation - Adding Pipeline as Event Trigger Condition for Pre-Defined and Custom Automations

• QA Testing - Data Sorting Preference Saving
  • View Manager (Filter / Sorting Saving): Lead
  • View Manager (Filter / Sorting Saving): Companies
  • View Manager (Filter / Sorting Saving): People
  • View Manager (Filter / Sorting Saving): Tags Manager

• QA Testing - Tags: Quick Create Forms
  • [Live Deployment v2.7.0] Quick Create: Leads - Add Tags Field
  • [Live Deployment v2.7.0] Quick Create: Company - Add Tags Field
  • Quick Create: Deals - Add Tags Field
  • Quick Create: Tasks - Add Tags Field.

• Leads: Email Tab Design Updates
  • Leads - Email Tab: Adding New Emails (Multiple Emails)
  • Leads - Email Tab: Email Switching
  • Leads - Email Tab: Reply to specific email
  • Leads - Email Tab: Forward specific email
  • Leads - Email Tab: Sorting Email
  • Leads - Email Tab: Trash / Move to Trash
  • Leads - Email Tab: Mark Email as Read / Unread

• Calendar: Virtual Meeting Selection Design Updates
  • Calendar - Events Create / Edit: Virtual Meeting Switching
  • Calendar Booking - Create / Edit: Virtual Meeting Switching
  • Automation - Follow-up Scheduler: Event (Add Virtual Meeting Dropdown Selection)
  • Automation - Follow-up Scheduler: Deal (Add Virtual Meeting Dropdown Selection)

• Bug Fixes
  • Sales - Invoice: Adding a new record on the line item section needs manual page refresh to appear
  • Sales - Invoice: Verbiage for the item name dropdown is incorrect
  • Sales - Deals (View Card) - Rename Field Label: "Label" -> "Tags"
  • Sales - Tasks (View Full Details) - Rename Field Label: "Label" -> "Tags"

• Leads Modules
  • Delete Functionality Conditions
  • Bulk Delete Functionality
  • Edit option via 3 dots

• Tags Manager‍‍
• Email: Integration and Virtual Meeting Integration Improvements‍‍
• Inbox: Gmail Integration‍‍
• Inbox: Outlook Integration

• CRM Automation (Pre-Defined Automation)
  • Deal Accelerator Card

• CRM Automation (Pre-Defined Automation)
  • Deal Re-engagement Drive Card
  • Inactive Deal Reactivator Card
  • New Deal Welcome Kit Card

• Timezone Bugfix
  
• Step by Step Help Guide Walkthrough

• CRM Automation (Prerequisite)
  • Display a message prompt when an automation requires a prerequisite setup (SendGrid).
  • Display a message prompt when an automation requires a prerequisite setup (Gmail).
  • CRM Automation: Integrating Org Email to SendGrid
  • Automation: Public Booking Form
    

• CRM Automation (Pre-Defined Automation)
  • Follow-Up Scheduler: When a deal is moved.
  • Follow-Up Scheduler: When an event is marked as completed.
  • Lead-to-Deal Converter Card
  • Deal Progress Notifier
    
    
• Calendar
  • Events: Allow user to mark events as Complete / No Show