Invoices: Payment Plans are now live!

Overview: We are excited to announce capability to add Payment plans to invoices What’s New? How to use? Why this feature? We are solving one major use case here: For medium to large ticket invoices, we have often gotten a requirement that user wants to pay their invoices in installments. While we already have Partial […]

Importing Opportunities!

We’re excited to announce a new feature that makes it easier than ever to create and update opportunities: CSV File Importing! This feature is currently live in Labs under Subaccount settings Detailed Support doc: here What’s New? How to use? OR Benefits: Import your opportunities with ease and keep your pipeline up-to-date with just a […]