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Tracking Upcoming Events in the Pipeline View

To help you stay on top of upcoming events, we've enhanced the Pipeline View by displaying the Next Scheduled Event directly under the Activity column. This update allows you to quickly see the next event for each application without needing to open individual records.

How It Works

The Activity column now includes the date of the Next Scheduled Event, ensuring that you have visibility into future tasks at a glance. This feature helps you:

  • Plan ahead by knowing when the next action is due.

  • Increase efficiency by reducing the need to open multiple records to find event details.

  • Stay organized with clear scheduling information in one place.

Where to Find It

You can find the Next Scheduled Event in the Pipeline View under the Activity column. Each entry will display the date of the next scheduled event related to that application.

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