New Features

• Deals Dashboard: Centralized interface to view, filter, and manage all sales opportunities.
• Pipeline View: Visual Kanban layout for tracking deal progress across stages (30 Days -> 60 Days -> 90 Days -> 120 Days).
• Activity Timeline: Log all calls, meetings, and follow-ups related to each deal.
• Notes Section: Add quick updates, meeting summaries, or next steps directly inside a deal.
• Member Assignment: Assign or share deals with teammates to enhance collaboration.
• Search Doctor: Search Agent to search for doctors by name, email, phone, or other criteria.

Improvements

• Optimized deal creation flow for faster input and automatic physician linking.
• Enhanced filtering and search by doctor name, product, or pipeline stage.
• Improved responsiveness for mobile and tablet users.
• Added in-app Joyride Guide for new users (Steps 1–7 walkthrough).

Fixes

• Resolved an issue where activities did not sync correctly after deal stage updates.
• Fixed tooltip misalignment in the Pipeline View.
• Addressed duplicate notes appearing on deal refresh.

1. Enhanced the entire design: More UI/UX, animations, responsiveness, and mobile-friendliness.
2. Upgraded the platform: Now more stable, secure, and efficient.
3. Moved to a new platform: https://app.repprep.ai/
4. Added Claims Data for doctors in the database.
5. Added Doctor profile information (Education, Fellowship, Certification) to both the doctor data and the Sales Plan.
6. Optimized the Sales Plan generation: Increased speed, accuracy, and reliability.
7. Added more Insights to the Sales Plan.
8. Reorganized the team management section: Improved user experience (UX).
9. Fixed minor bugs and improved stability.