Keeping track of your sales pipeline shouldn’t slow your business down. If you find yourself clicking through endless tabs just to find important details or take quick actions, this can cost you time and missed opportunities. Let’s explore how simple changes to your pipeline view can help you stay organized and close deals more efficiently.
📌 Why This Matters
When your sales pipeline is cluttered or requires multiple clicks to get info and take action, it creates friction in your follow-up process. This means potential deals can fall through the cracks, and valuable time is lost. Streamlining your pipeline makes it easier to get a clear picture of your opportunities and act quickly to move them forward, helping you keep customers happy and grow your business.
✨ What’s New
- Customizable Sales Cards: Choose from over 40 fields which details you want to see right on each sales card, plus add quick actions like calls or notes to the cards for faster work.
- Modern Pipeline View: Interact directly with each opportunity using quick action buttons without switching screens, making handling tasks like calls or status changes faster and more intuitive.
- All-in-One Opportunity View: When you open a sales card, access call, message, task, notes, appointments, and transaction details all in one place for easy management.
🛠️ How to Use It
- Customize Your Sales Cards: Head to your Opportunities or Deals section and find the settings to customize cards. Select up to 7 fields that matter most to you to display key info right on the pipeline view along with quick actions.
- Work Easily in Your Pipeline: Open your pipeline to see your updated cards. Use quick action buttons on each card to make calls, add notes, assign tasks, or move deals through stages without jumping between pages.
- Manage Details in One Place: Click on any opportunity card to open a detailed view where you can add or update notes, schedule appointments, check tasks, and view transactions—all without leaving the page.
💡 Pro Tip
Keep an eye on the notification counters for conversations, tasks, and notes so you never miss a chance to follow up quickly and close deals.
