Suspect Stage Opportunity Flows Activity Note Changes [Call Success / UnSuccess] Application Improvement and Design Enhancements

- Notes UI changes and Voting - Delete Opportunity for admin - Bug Fixes and UI enhancements

- Chat Group - Voting for Opportunity Notes - Bug fixes and UI enhancements

- Filter Opportunities by Note Date,On Hold - Sorting Opportunities - Bug Fixes and UI Enhancements

- Notes for opportunity, customer and main tab - Product association with active product only - Enhancement and Fixes

- Activities for opportunity, customer and main tab - Product association with active product only - Enhancement and Fixes

- Notes for opportunity, customer and main tab - Product association with active product only - Enhancement and Fixes

Categories for contact Attachment Enhancement

Contact categories Attachment enhancements and UI changes

Change Company Flow includes other customers on search iOS 15 UI Enhancement Bug fixes

Change Company Flow includes other customers on search iOS 15 UI Enhancement

Change company for customer contact. Customer Targets Customer additional fields iOS 15 UI Enhancements

Change company for customer contact. Customer Targets Customer additional fields Bug Fixes and Enhancements

- delete contact for admin user - Edit Contact contact symmetry on all platforms - Clickable contact link for email and website - Associate product with opportunity flow change; vice versa mechanism for partner and product. User can select product first and partner to be auto filled. - Partner listing counts fix

- Edit Contact and delete contact symmetry on all platforms - Clickable contact link for email and website - Associate product with opportunity flow change; vice versa mechanism for partner and product. User can select product first and partner to be auto filled. - Partner listing counts fix

Customer Owner Filter Bug fixes and enhancement

Customer Owner and Status Filters Add Opportunity /Closing Opportunity Custom Fields Contact position and contact type Bug fixes and enhancement

- Partner opportunity filters - View all Accounts for users - Bug fixes and enhancements

- Activities changes for Closed Opportunities (regardless of Signature) - Normal User can Add/Edit/Delete OPEN activities - Admin can Add/Edit/Delete OPEN activities - Admin can Update and Delete CLOSED activities as well - Customer contact optional for task & note activities - Bug fixes and enhancements

- Activities changes for Closed Opportunities (regardless of Signature) - Normal User can Add/Edit/Delete OPEN activities - Admin can Add/Edit/Delete OPEN activities - Admin can Update and Delete CLOSED activities as well - Bug fixes and enhancements

- My Activities activity Owner filter for Open & closed - Server side search for activities - Server side sorting for activities

1- Activities Enhancements 2- Bug fixes.

1- Customer's Opportunities filter by status (Open, Won and Lost) 2- Opportunity's activities header for Open and Closed efforts 3- Create customer contact while creating Opportunity 4- Product History by Partner and Product owner 5- Enhancements and bug fixes.

1- viewing and searching partners 2- Partners listing 3- Partner’s opportunities & products 4- Update effort for completed activities 5- bug fixes and enhancements

- Call to actions filtered by entity type (Opportunity,Customer,Sales Job) - Call to action changes under activity module - Bug fixes and enhancements