We are happy to announce an exciting new way to see the specific information you want when hovering or previewing Sales Projects and Prospects throughout Membrain.
This powerful update allows you to customize the information that is shown, giving you more control over what you see at a glance without having to click through to get to what's important. Read on to learn more!
You can now choose which details are shown in hovers and previews in the Active Pipeline and Prospecting campaign lists, as well as anywhere you see a Sales Project or Prospect names, for example List views, Dashboard graphs and Win/Loss Analysis views.
Not only that, you can also customise the information shown under Current and Historical Sales Projects and Prospects in the CRM pages, giving you an instant overview of the information you need to see on an Account level.
So what exactly does this update mean? Well, previously when you hovered on a Sales Project or Prospect you could see some default information about the project - owner, value, expected closing date etc, without having to click through. Nice! But now, with this improved functionality, you can select up to 10 of your most insightful custom fields relating to you process to also be shown in hovers and previews. For example - Competitors, Shipping Dates, Scorecard info etc. Anything you capture on custom fields in your process is now possible to view in this way.
And remember, it's process specific so hovers and previews can be customized for each process you have.
Learn how to configure this new setting and make the Membrain experience for you and your team even more intuitive today.
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