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The Deal Settings screen has been updated. ✨ For each field, the edit, the arrows to move the placement on the Deal, and the delete are hidden until you have your mouse over that field.

You can now use a pipe “|” character to combine multiple searches. This is advanced AND really fast if you combine it with the search hotkey!

When you use the refresh option on one of the Dashboard Widgets, it will refresh the count on all widgets.

There may be a time when a Workgroup needs to be split into smaller subgroups. This also might be used to split leads among a team or split a group to make calls/visits in bite-sized groups. This is an advanced option.

In Advanced Search, we have a new filter for Last Manual Note Date. This search will: *Data collection for this feature started March 2023 and we do not have data going backward.**This will become a more valuable feature going forward as we gather more data.*

There are NEW color options available for your Dashboard Widgets 🎨 All existing colors are still available… We just have more options. 🍭A LOT more. 🦄