Salesmate is committed to providing best-in-class experiences to its users. We’re geared up with fresh energy and zeal to bring you exciting new updates.
Now you have a fresh view for contact, companies, and deal module with quick action tabs so you can quickly access the required details and close more deals.
1. Compact or comfortable view – The choice is yours!
There’s a lot of information associated with a contact, company, and deal. Now you can choose whether you want a compact view of your contact details for a quick glance or get a comfortable view option to go through every contact field. You can select any option directly from the contact detailed view and get quick access to the required information.
2. Make calls, send texts and emails using quick actions buttons
We’ve brought the most frequently used tabs under one section so you can engage better with each client. Now you have call, text, and email quick action buttons right near the contact details so you can connect easily with the contact. Besides that, you can also enroll a contact to sequence by using quick action button.
3. Show/hide blank fields
Every contact has distinctive requirements and information; you can now hide the blank fields from the contact details, so only the relevant data will be visible. Similarly, you also have the option to show the blank field for your convenience. You can also customize the fields and select which contact details you want to keep visible.
Well, there you have it! Some really helpful improvements to give you a better experience while selling. Try these new updates and don’t forget to share your feedback.
We’ll be back with more updates soon, until then, stay productive and keep selling!
Not a Salesmate user? Experience an intuitive CRM that is built for your business and start growing your sales.
Here at Salesmate, we’re always working to make your CRM experience faster, smarter, and more efficient. This February, we’re thrilled to roll out a set of new updates designed to help you automate more and work smarter, not harder.
Better visibility for deal cards and control conversations effectively. Customize your Deal Cards You can now choose the fields which should appear on your deal cards in your selected pipeline. With t
Salesmate is committed to providing best-in-class experiences to its users. We’re geared up with fresh energy and zeal to bring you exciting new updates.
Now you have a fresh view for contact, companies, and deal module with quick action tabs so you can quickly access the required details and close more deals.
1. Compact or comfortable view – The choice is yours!
There’s a lot of information associated with a contact, company, and deal. Now you can choose whether you want a compact view of your contact details for a quick glance or get a comfortable view option to go through every contact field. You can select any option directly from the contact detailed view and get quick access to the required information.
2. Make calls, send texts and emails using quick actions buttons
We’ve brought the most frequently used tabs under one section so you can engage better with each client. Now you have call, text, and email quick action buttons right near the contact details so you can connect easily with the contact. Besides that, you can also enroll a contact to sequence by using quick action button.
3. Show/hide blank fields
Every contact has distinctive requirements and information; you can now hide the blank fields from the contact details, so only the relevant data will be visible. Similarly, you also have the option to show the blank field for your convenience. You can also customize the fields and select which contact details you want to keep visible.
Well, there you have it! Some really helpful improvements to give you a better experience while selling. Try these new updates and don’t forget to share your feedback.
We’ll be back with more updates soon, until then, stay productive and keep selling!
Not a Salesmate user? Experience an intuitive CRM that is built for your business and start growing your sales.
Kamlesh NG