List View Upgrade to display vital information to Sales Rep

Jorge Martínez Marbán
Jorge Martínez Marbán Posts: 61
Second Anniversary 10 Comments 5 Up Votes Photogenic
edited July 2022 in Ideas and Product Feedback #1

Right now if you are using your list view on activities if you want to get more information about that specific deal, person or deal you have to look the column and then make a click to display this information in another tab. This is time-consuming and most important of all it keeps preventing the sales rep to make decisions, by that I mean... 

Is this deal worth Chasing for? , what do I have to do next to keep moving the deal forward or closing?
In the list view, the focus of the sales rep is guessed what Activity? 
 

I create a video to explain myself better stealing a wonderful idea from the leads tab. 

 

https://www.screencast.com/t/zIeqRBbi1Vt

 

LWR_Recording.mp4
Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Almonzer Eskandar
    Almonzer Eskandar Posts: 131 PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited February 2022 #2

    @Jorge Martínez Marbán  Thanks for this wonderful feedback, we are actually working on bringing this to the Deal Suite, see this example of our proof of concept and tell me if this would answer your problem above! 
     

    image
  • Jorge Martínez Marbán
    Jorge Martínez Marbán Posts: 61
    Second Anniversary 10 Comments 5 Up Votes Photogenic
    edited August 2020 #3
    Almonzer Eskandar said:

    @Jorge Martínez Marbán  Thanks for this wonderful feedback, we are actually working on bringing this to the Deal Suite, see this example of our proof of concept and tell me if this would answer your problem above! 
     

    image

    Yes, Almonzer it does. This is great to have. 

    On the other message, I provide more detail on helping the sales get smarter. 

Categories