video1.0<iframe src="https://www.loom.com/embed/9f57faa60d4e4ea3ba30bf9403334ead" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9f57faa60d4e4ea3ba30bf9403334ead-65eeabbd0a57a413-full.jpg471.914667This Loom previews key product updates coming in the June 30 release. It covers new custom opportunity stages configurable by admins, plus new full screen and Manage Columns icons that allow selecting, unselecting, and rearranging columns across screens. In the BOM, it renames documents to submittals and O&Ms, enhances submittal tracking with customizable status and internal comments across tabs, and adds quick per-tab sorting and filtering that does not affect other tabs. Additional changes include more granular permission settings, manufacturer management in the toolbar with parent and related manufacturers, a new services tab for preset service fees, and quote updates such as an optional cover page and drag-and-drop attachments ordering.