Upwex widget – extended CRM functionality. You can view all your deals directly within Upwork through the Upwex widget. This seamless integration will undoubtedly enhance your productivity.
Where you can find it and what information is contained here?
The widget is located on the right side of your tab.
There are four main buttons:
Deal - the tab, where is located all of your Deals from CRM.
It contains the information as Deal name, current stage, and action.
Analytics - button that provides a shortcut to the `Analytics` tab in the main menu of the web service.
Settings - button that provides a shortcut to the `Settings` tab in the main menu of the web service.
Info - short information about Upwex user.
It contains the information as Upwex user, type of subscription, your team, and available AI requests.
Integration with Pipedrive CRM (article)