New Features and Enhancements
- Directly add New Tasks to Deals – On the List View rows, the Kanban Cards, and all deal hover popovers, you can now add new Tasks directly from the app via the Add Task button and links. The tasks will be assigned to the Opportunity Owner by default. Note: This feature is only available in the Lightning Experience.
- Product Information – If you use Products on Opportunities, you can now use the Product Names and Product Families in the List View. They can be included in the Additional Fields shown in each row, and can also be configured as Group By Options. See the Documentation for configuring and using Product information in Akoonu.
- Custom Filters – Create Custom Filters expressions to be used in the app and stored in your Saved Views to better tailor the deals shown in the pipeline review views. See theDocumentation for additional information and instructions for setting up Custom Filters.
- Improved Pipeline Flow contextual help – the Pipeline Flow view now has more, and more detailed, hover text information to clearly define what is included and how the changes are tabulated.
- Performance Improvements across all the views (List, Kanban, Health and Flow).