We’re excited to introduce Pinned Views as a fresh, powerful way to streamline your CRM experience. This new feature is designed to help you organize and access the most important views and dashboards for your team with ease.
What is it?
Pinned Views allows you to pin specific views and dashboards directly to your workspace, making it easier than ever to access the data that’s most relevant to your team. Each team can pin up to five views per module, giving you full control over your team's most important metrics.
What does it do?
This new feature centers around team-focused organization, making sure your most important information is always a click away. You’ll be able to pin and organize views in a way that best supports your team's unique needs. The interface has been redesigned with an easy-to-use layout, making it simple to manage your pinned items and keep everything neatly organized.
How does it help you?
- Simplifies Access: No more searching through menus to find the right views.
- Team-Focused Organization: Each team can have its own set of pinned views, aligning the interface with your team’s workflow.
This is an entirely new way to organize your CRM workspace, allowing you to save time and stay focused on what matters most.
💡 This can be useful for scenarios such as:
- Team-Specific Workflows: Each team can have its own organized views, tailored to its needs.
- Avoiding Accidental Deletions: Ensures your most important views are always available.
Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.
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