It’s now possible to customize the information displayed for Projects in the Active Pipeline and Account Growth Overview.
Need some at-a-glance prioritization? It's quick and easy to add fields to show you things like Products being sold, Next Step in the process or the Company the project is connected to in your cards. Someone on your team asking for the SP Key for your projects? 💥, done.
Different views for different needs. This is the game-changing customization our customers love us for. Adding any field from the Company or Project level lets you see much more information, at a glance. For instance, these Project Cards shown below show 3 additional fields.
- Next Step
- SP Key
- Products
Being able to adjust the information you see in your Active Pipeline View and in the brand new Account Growth Kanban view gives you more control and mental freedom to make quicker decisions. Let's not forget how this makes using a CRM more enjoyable and easy. If those benefits aren't enough, check these out:
- Speed up collaboration with other departments
- See your next steps for each project at-a-glance
- Stay on top of things, making prioritization a breeze
- Get a clear picture of what's in your pipeline, from any angle
Effortlessly toggling between views containing different information in your overview is just another way Membrain keeps making technology the servant to the human. With less time pulling together data, you have more time to do things that create value.
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