New Preview Dialogs and some other smaller updates

Update on September 23, 2024

We’ve enhanced the preview dialogs for prospects, sales projects, account growth projects, and more. 

These updates follow the style we introduced for contact and company previews, offering an improved look and feel.

New Preview Dialogs Product Update

💡 Use cases:

  • The new preview dialogs are easier to read. It is also customizable by process, ensuring that key information can be accessed and updated quickly.
  • You can now customize previews by process, ensuring the right information is clearly organized based on its relevance.

Other smaller updates

  • "Value of Open Account Growth Projects" goal moved to Outcome.
  • Improved and streamlined Role Assessments flow.
  • New filters for "Last Process Progress Date" to help focus on projects with or without progress during a specific timeframe.
For more information, visit our Help Center, contact us via in-product chat, or email us at support@membrain.com.

 

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