Sales success isn’t built on big wins alone—it’s forged in the daily rhythms of consistent, focused work. That’s why we’ve delivered a series of thoughtful workflow enhancements that make the Membrain experience even more intuitive and powerful for sales teams.
These updates may seem small on their own, but together they streamline your day, reduce friction, and help your team execute your process more effectively. Here’s what’s new:
Schedule Recurring Appointments—Right From the Start
Set a meeting to repeat daily, weekly, bi-weekly, or monthly directly at creation, just like you would for a coaching activity in Elevate.
Smarter Filters = Better Focus
- Location Filter: Quickly refine your activity list or scope down graphs to see appointments by location, really handy to differentiate between on-site meetings and virtual ones, for example.
- Subject Filter: Search across emails, calls, appointments, tasks, and notes by Subject. Find the right conversation or follow-up instantly.
- Ticket Filter: Need to track progress on customer issues? You can now filter activities based on related Tickets, making it easier to stay aligned and informed across sales and support touchpoints.
Faster Follow-Ups After Calls
Create Follow-Ups With Fewer Clicks
One-Click Call Buttons Next to Meeting Participants
Why It Matters
These changes are designed to help sales teams execute your process and optimize time across the board. When your tools fit the way your team works—not the other way around—you get better results with less effort. Ready to try them out? Dive into your Activities, Calls, Appointments, and see what’s new.
Need help with this update? Read our Help Center article, contact us via the in-product chat, or reach out to us by email at support@membrain.com.
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