Phase 2 introduces key productivity and organization features to streamline sales execution and post-sales follow-up. The new additions include:
- Tag: Add color-coded tags to categorize and filter deals based on source, priority, or campaign.
- My Deals (Created): Easily track tasks you’ve created for other team members, especially useful for sales managers and team leads.
- Deals Actions: Use predefined actions such as “Remind Me”, “Set Due Date”, or “Mark as Favorite” to boost task productivity inside the sales flow.
- Project (Milestone View): Organize larger deals or account follow-ups into project milestones, helping you visualize progress across sales stages.
- Favorites: Pin important tasks or deals for quick access in your personal workspace.
These features aim to tightly integrate sales operations with erxes’ core task management system.