To run a successful operation, be it for sales, marketing or support, simplification of complex tasks is considered a significant thing for businesses. Often the things that have the most value or quality are small; the size of something does not always correctly indicate its importance. Salesmate new updates fall in the same manner.
So, here’s what’s new in Salesmate customization updates:
Deal board view updates
Now you can mark your deals as won or lost with our simple drag-drop operation. So you can now move them in different stages, change their status, or send them to another pipeline with a simple drag and drop.
Detail layout customization
If you wished to re-arrange your contact, company, or deal detail pages to match your requirements, then this wish has come true. Select the position of widgets inside detail screen by simply moving them with our drag-drop operation. Every user can have its own custom view.
Change activity status from list view
No need to view activity details just to close it. Now you can close or re-open any activity from the activity listing view and decide your next course of action.
Default activity sort order
Now activities which are overdue or schedule for today will appear at the top of the list and activities without a due date or with upcoming dates will be pushed down in the list.
Not a Salesmate user? Sign up for a free Salesmate trial
Small business owners look for various features that make their sales process smooth and non-hectic. Salesmate CRM is loaded with those features, that too at a competitive price. Want to experience how a seamless sales tool streamlines businesses of all scales, sign up for a 15-day free trial of Salesmate.
You may also enjoy these
Year in Review 2022: Leveling up UX & productivity, one update at a time!Â
It’s 2023, and Salesmate team is so excited! But before that, we should pause, look back, and evaluate...
6 Min read🚀 Salesmate Experience Updates: 3 UI changes you’ll love!
Customize Web Forms to match your branding guidelines Salesmate Web Forms can be embedded into your website...
1 Min readSalesmate Score:Â Spend your time on the most relevant prospectsÂ
Salesmate Score is a simple scoring system to identify the best leads, subscribers, prospects, customers,...
5 Min readIntroducing Formula Fields in Salesmate: Calculate complex calculations automatically
This May, Salesmate is bringing Formula Fields, that’ll help you create custom formulas and use them for various...
4 Min readIntroducing Text Pilot: Power up text messaging campaigns with intelligence & automationÂ
With more than 95% open rate, SMS is still one of the trusted channels to deliver crucial messages for...
2 Min read
Saptarshi Das
A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).