Key Updates

• deal progress update: filtering, scannable and expandable cards
• more intuitive settings page
• view AI-generated pipeline mappings

Details

Deal Progress Major Update

Deal Progress Interface Update

The Deal Progress section has been updated:

• You can click the boxes at the top to filter by each category.
• Cards are scannable - you can see the AI feedback without any scrolling
• Expand the cards to see additional AI feedback
• click the orange + button to create a task in HubSpot

Improved Settings

Improved Settings Interface

Updates to the Settings page:

• New table - easy spot which users have which filters and notifications
• Push to HubSpot - more obvious about what it does
• Integrations now in it's own section

Note that if you "Save to Profile" your Deal Owner/Pipeline filters in the main app, this will now automatically update your Email Notifications as well.

View your AI-Generated Pipeline Mappings

AI-Generated Pipeline Mappings

You can now view the AI-generated pipeline mappings for your company. This is a work in progress and we will be adding more to it over time.

Next Steps

• View All Release Notes: See complete release history and updates
• Log In To Data Parrot (opens in a new tab): Experience these new features in your account