Web v2.20.0 – Advanced Deals & Visual Organization
Here’s what’s new and helpful:
Shift Grouping for Supervision: Shifts on the schedule can now be visually grouped by Job and Primary/Secondary Associate relationships, significantly reducing clutter on high-volume schedules. A persistent toggle in the toolbar lets you easily enable or disable this grouped view at any time.
Advanced Deals 2.0 is coming — here's what it means for your team
The deals system has been completely redesigned with a new creation flow that lets you choose between "Anyone Available" or a "Specific Person." Enjoy updated deal cards with color-coded status indicators and all legacy deals fully integrated into the main My Deals, Open Deals, and Past Deals tabs instead of a separate section.
On the day
One-time onboarding tutorial: The first time anyone on your team opens Deals after [Go-live Date], they'll see a short guided walkthrough built into the app. No training needed beforehand — it's designed to orient users in the moment.
Deals already in progress: Any active deals created before the update will continue to run normally. They'll appear with a "legacy" label until completed — your team doesn't need to do anything.
Questions before then?
Reach out to your CS contact directly.