Big things come in small packages – Salesmate customizations

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.