Sales Intelligence CRM UPdate
I’m trying to use the sales intelligence to reach out to potential customers, but I find the user interface clunky, which is slowing down the process. I have a few suggestions on how this could be much more intuitive for the user in the video below.
A few small tweaks could make a big difference!
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Comments2
Daniel Fawcett
May 21
Agree with points in the video.
You could probably remove the pipeline tab - add pipeline timeline to reports tab and rename tab. There is nothing really on the pipeline tab that is worth a whole extra tab. The cards are frustrating as a table view would be better imo.
Add the move pipeline button to an icon in the reports list icons on right or
Or add the move pipeline status button to the modal when you click the lightbulb and add business contact details & data in pipeline card to right of the biz name in the blank space.
Also add click biz name in table to open same modal - UX improvement there.
Joshua
May 21
100% if I can see everything in the strategy pop-up, like the email, phone, website, GBP, the report and then be able to move it down the pipeline, that would be a great start.