The new tracking page allows administrators to monitor active sessions and access real-time information about active sellers and other administrators. It enables admins to view users' current page locations and track their work duration.

To enable this feature, go to 'System Settings' > 'User Online Activities' section.

To view and manage 'User Online Activities,' go to Control Panel> User Management> 'Session Activity.'

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

Introducing the Safeguard a two key functionalities new feature: Proposal Locking and Version Lock for admins.

Proposal Locking: This feature ensures only one user can edit a proposal at a time while others are in read-only mode. This prevents conflicts and maintains integrity. The system also indicates which users are currently viewing the proposal.

Version Safeguard for Admin: This feature locks configurable pages, ensuring that only one admin can edit at a time to prevent conflicts and overrides. This enhances collaboration and protects data integrity.

The system will check if a page is being edited and will activate a read-only mode for other users.

To enable this feature, go to 'System Settings' > 'Safeguard Configuration' section.

If you have any questions or concerns, please contact our customer support team at support@dealhub.io, and we will be happy to assist you.

Admins can now configure External Validation rules alongside existing internal checks.
How it works:

1. Set up an External Query entity of type API: Specify the URL of the external service and define the parameters the CPQ should send to this external system.
2. Create an external validation rule in the Submit Validation screen.

All validations (both internal and external) are executed upon proposal submission, ensuring all necessary checks are completed before proposal is sent for approval or ready to be shared with a buyer.

If validation fails, the external system sends a failure response. In such cases, admins have the flexibility to:

• Define a custom message that should be shown to the seller.
• Display the exact error message returned by the external system.
• Combine both approaches by embedding the external system’s response into a custom message for greater clarity.

For further assistance, contact DealHub Support or your Customer Success Manager.

DealHub offers a new capability in the Salesforce settings:
Now, an admin can add custom fields and set them to write and not read-only. This will enhance Dealhub's ability to integrate seamlessly with Salesforce.

To improve the user experience and introduce new capabilities, we are excited to share with you the redesigned Question Group Settings.

Product Selection Filter Tab

We added a dedicated tab for product filters so you can easily switch between settings tabs within the modal for improved usability. We have also created predefined presentation rules for product selection filters.

External Object

Instead of having to open a modal and manually select individual items, you can now easily retrieve external query data with just one click with the new External Object features, which include predefined presentation rules for the external object option. 

To configure this feature, go to Playbooks> Specific Playbook> Question Groups> Specific Group Settings.

Introducing a fresh design for the advanced pricing rule section a new field for specifying the price rule name, enhancing the overall user experience. 
This addition will allow you to describe rules according to the use case, area, or the products affected, making it easy to define, categorize, and search.

Feature: Products - Product Pricing - Advanced Pricing Rule

Need more proposal-related information in your HubSpot CRM?

As of now, administrators can set a configuration to synchronize proposal workflows and/or proposal playbook data (questions and answers) with their CRM. Synchronization enablement is done on the HubSpot Settings screen.

Feature: Version Settings -> Advanced Settings -> HubSpot Settings.

Additionally, once synchronized, this information could be seen via HubSpot CRM cards.

Note: This functionality can be utilized by accounts with a HubSpot Enterprise license. If the HubSpot CRM license differs from Enterprise or if your organization reaches the maximum limit of custom objects in HubSpot, the CPQ version activation will fail.

Out-of-the-Box, when CPQ synchronizes proposal information into CRM Deal, it synchronizes the multiplier of all factors defined on the product line item, so that the total net of the line item will be presented/calculated correctly. From now on, an admin can also add an explicit mapping of each factor to the custom field on the CRM side.

Feature: Version Settings -> Products -> Settings -> Product Factors 

DealStream is now providing geolocation and platform details for DealRoom events.

Enhance your deal exploration with this DealStream's latest enhancement. 🌐📱💻

Google Chrome Extensions -> DealHub DealStream

Configuration of Assignment Rules is now simpler with the addition of Item.sku parameter, eliminating the need to specify the exact SKU every time.

Using the new Item.sku parameter within the Assignment Rule section, will make the process more efficient and save time.