Coevera 4.15.0 introduces Step Activities — a configurable Sales Activities Checklist on every Pipeline step — and pairs it with a List Views update, private-appointment calendar syncing, expanded Quote reporting and archiving, and measurable performance improvements.
Step Activities lead this release. Admins can attach a Sales Activities Checklist to each step of the Pipeline, guiding teams with contextualized notifications that suggest the exact actions needed to follow the company's established process. There are 11 Step Activity types — from creating notes, tasks, and appointments to sending emails, running an Automatizer process, mapping sales roles, or building an Influence Map — and each can be given a custom name, shown Always or only On Condition, and optionally required before an Opportunity can move to the next step.
Elsewhere, List Views gain column resizing via a Fit Column Widths button, horizontal scrolling, and pinnable columns that freeze while you scroll. Office 365 and Google calendar users can now choose whether to sync private appointments. Quotes can be used in Reports and Dashboards and exported, with prompts to archive or win related Opportunities and Quotes together. Lookup fields add new combinations — including linking Opportunities with Opportunities — Inactive users become accessible in custom and preset filters for ownership changes, and performance gains cut record-creation time in large spaces by 20–40%.
What we're proud of
Step Activities let Admins attach a Sales Activities Checklist to any Pipeline step, so teams get contextualized, step-by-step prompts for exactly what to do next — with 11 activity types and the option to require completion before an Opportunity advances.
By adding a Sales Activities Checklist to each step of the Pipeline, Coevera Admins can assist teams by providing step-by-step guidance using contextualized notifications which give specific suggestions on what actions users need to take in order to follow the company’s established process/strategy.
Additional enhancements when using the “List Views” throughout Coevera allows users to easily resize columns by clicking on the “Fit Column Widths” button and allow horizontal scrolling if lots of fields are selected.
Users who rely on our Office 365 or Google calendar integrations now have a new option which allows them to choose whether to sync private appointments or not.
This release has added the ability to use Quotes in Reports and Dashboards as well as export Quote data.
Additionally, when winning or Archiving a Quote, users will be prompted as to whether they also want to archive or win a related Opportunity and, when winning or Archiving an Opportunity, whether they also want to archive or win any related Quotes.
Additional combinations have been added for customers using Lookup fields, notably the ability to link Opportunities with Opportunities.
It is now possible to access Inactive users in both custom and preset filters! So, if a user has been deactivated prior to bulk updating their previous data, you can now filter and change ownership without having to re-activate them.
This also impacts Automatizer processes and Email Sequences which will no longer fail if an Inactive user is referenced.
We continuously work behind the scenes to improve the performance of the application. For example, for this release, in our tests, we were able to see the following improvements:
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