What's new in Eagle

We are excited to announce a major upgrade to our Pipelines module for the Deals > List view, designed to completely change the way you handle your deals. With the introduction of bulk actions, you now have unprecedented control and efficiency at your fingertips.

Gone are the days of manually handling deals one by one. Our new bulk actions feature empowers you to take swift action on multiple deals simultaneously, saving you valuable time and effort. Seamlessly select and perform actions in bulk, such as Move or Assign, and experience a new level of efficiency in your deal management process.

Move Deals with Ease:

Managing deals across different stages and pipelines is now a breeze. With the Move feature, you have the flexibility to relocate one or multiple deals effortlessly. Simply select the desired deals or apply smart filters to refine your selection. Then, with just a few clicks, you can swiftly move them to a different pipeline or stage, ensuring seamless progress and organization.

Streamline Deal Assignments:

Collaboration within your team is now more streamlined than ever before. Our Assign feature enables you to assign multiple deals to another user with ease. By simply clicking on the convenient deals icon on the left, you can select the deals you wish to reassign. Effortlessly allocate them to the designated user, promoting efficient collaboration and task distribution among your team members.

Deals bulk actions 🤝 Automations = 💯

Take your deal management process to the next level by leveraging them with our powerful automations. Our automation capabilities enable you to define custom workflows, triggers, and actions that automatically perform repetitive tasks, freeing up your time for more strategic activities. Stack the bulk actions feature with automation to create a seamless and highly efficient deal management system tailored to your specific needs.

Try our Pipelines today

Don't miss out on the enhanced deal management capabilities offered by our latest update. Upgrade now to unlock the power of bulk actions in the Pipelines module and propel your deal management process to new heights. Maximize productivity, improve collaboration, and stay ahead of the competition with our innovative solution.

Pipelines are included in CRM Plus and Enterprise plans. Click here to upgrade or book a consultation to discuss options.