Coevera 1.1.0 adds sales velocity and sales activity tracking to the Pipeline and Bubble Chart views, refreshes the Accounts and Contacts Compact View, and gives the Reports Power Panel drag-and-drop column control — plus a batch of navigation and performance improvements across the app.
This release focuses on the working views salespeople live in. In Leads and Opportunities, the Pipeline and Bubble Chart views now show sales velocity and sales activity as notification badge icons — click a badge to review every velocity and activity notification — while Quick View information appears on hover over individual Sales Stages and Stage Extracts, the heart icon in Compact View reveals detailed Fitness information, and the Bubble Chart sidebar and Pipeline View header display a tooltip indicating the type of target value. The Accounts and Contacts Compact View is updated too: you can click "Location" to open a record on the interactive map, see the last Customer Email, Appointment, or Call, and copy an Account address straight into Contact details while editing.
Reporting gets more control through the Reports Power Panel View Settings — choose fields as columns from a dedicated window, drag and drop fields to reorder columns within the report itself, and expand long descriptive fields directly in the report without opening the record detail. A wider set of usability improvements rounds out the release: Global Search now lists recently opened Leads, Opportunities, Contacts, Accounts, and Activities; detail menus can be collapsed; clicking any phone field starts a mobile call; unassigned leads raise a notification badge; a custom work week flows into the Activities Calendar View; sent emails can be logged as an Email type Activity; and under-the-hood optimizations improve overall speed.
What we're proud of
Coevera 1.1.0 surfaces opportunity sales velocity and sales activity directly in the Pipeline and Bubble Chart views — notification badge icons flag each, and a single click opens the full list of velocity and activity notifications.
We update the Compact View:
With Coevera, you can track opportunity sales velocities and sales activities. Within Pipeline and Bubble Chart view you can now see the velocity and sales activities notification badge icons. Just click on the badge icon to review all sales velocity and sales activity notifications.
You can now display Quick View information upon hover over individual Sales Stages/Stage Extracts.
In Compact View, you can now hover over the heart icon to see the detail Fitness information.
We updated the Reports Power Panel, particularly “View Settings”:
A batch of usability updates: recently opened records in Global Search, a resized Favorite column, collapsible detail menus, mobile calling from phone fields, an unassigned-leads badge, a custom work week in the Activities Calendar, logging sent emails as activities, and speed optimizations.
Start a free trial and explore what's new in Coevera 1.1.0 for yourself.
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