Bantam Live

Today we're releasing pipeline management functionality to better view and manage deals you're working on. Relatedly, as noted in the post above, you'll also see that when you make modifications to a deal, it can optionally be posted in the dashboard activity stream for better awareness, motivation, and interaction among the team or between a sales manager and a sales person. Here are the highlights...

- Filter your sales pipeline: You can now drill down and total your deals by sales person, the stage, amount range, expected close date, probability and category.

- Modify deals in-line: From the deals list page, click on "modify" when your rolling over a deal and change any setting within that deal, such as amount or probability, etc. You can also optionally post your modifications to the activity stream. All modifications will be recorded in the deal's history.

- New design of deal updates in activity stream: You can now see new posts with graphical, colored up/down arrows for changes to closing probability or revenue amount for a given deal. A new display for learning about other modifications to a deal is also published in a new stream format for quick glancing. Juicy, isn't it? We expound in the post above.

- Close date: When estimating an expected close-date for a deal, a user can now specify an actual calendar date, which is then used for analyzing expected vs. actual dates that we'll have in the new analytical charts (coming out next week).

- Customizing deals, Drag-and-drop reordering: You now have the ability to customize deal stages, amount ranges and categories in the backend settings, under 'Deal Settings'. And you can drag-and-drop stages to reorder. See also the post below about customizations.