Linked Pipeline Items are here!

With this latest update, the data link feature is here!

The Data Link now lets you link multiple objects from Sales CRM together and display them in the detailed view.

Linked items can be the following:

• Deals

• Accounts

• Contacts

• Jira Issues

For example, you can now have a deal (e.g: Demo Artic Fire) be linked to multiple companies, have multiple contacts, multiple deals, and multiple Jira issues connected.

Once they are linked each item will be accessible from the data link section and you can navigate to those sections easily from the data link section.

As a result, you can now add more elements to an object and more accurately reflect your workflows.

Open

The Data link offers a more elaborate way of linking multiple elements together and makes it easy to navigate between them all.

To add a linked object, simply go to the right side of the Data link section and press on the “+” from there, simply search the object that you would like to add (e.g: account, contact, deal, issue)

Open

Add a linked Item by clicking on the “+” and insert the element you want to link

You can filter your objects by certain categories to only see relevant objects (e.g: See all, see accounts, see contacts, see Jira issues)

In the next version, we will tweak the useability of the data link to provide more context with activities and add the issue/confluence picker.