Utilizing Rich Contact and Account Compact View
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Utilizing Rich Contact and Account Compact View Do you know that we've reduced the number of clicks to do any task within Contacts or Accounts by half? Yes, this is true! By introducing the Pipeliner CRM Phaenomena Release we created the new rich contact and account compact view. Learn more now... About Contact and Account Compact View We've cleverly redesigned multiple fields into one, so that, at a glance, you'll see the last time you touched a prospect, what sales opportunities they're involved with, their running feed activity (What are they up to?) and a handy activity box. The compact view is logically divided into three main parts: A List of all your contacts and accounts on the left. Account or Contact detailed information (i.e. an overview of all data related to that Account or Contact.) Account or Contact feed consisting of the latest emails, social CRM updates, or internal messages. How to Switch to the Compact View Pipeliner CRM enables you to use the following four views on your data in the "Accounts Contacts": Compact View
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Transcript of Utilizing Rich Contact and Account Compact View
Utilizing Rich Contact and Account Compact View
Do you know that we've reduced the number of clicks to do any task within Contacts or Accounts byhalf?
Yes, this is true! By introducing the Pipeliner CRM Phaenomena Release we created the new richcontact and account compact view. Learn more now...
About Contact and Account Compact View
We've cleverly redesigned multiple fields into one, so that, at a glance, you'll see the last time youtouched a prospect, what sales opportunities they're involved with, their running feed activity (Whatare they up to?) and a handy activity box.
The compact view is logically divided into three main parts:
A List of all your contacts and accounts on the left.
Account or Contact detailed information (i.e. an overview of all data related to that Account orContact.)
Account or Contact feed consisting of the latest emails, social CRM updates, or internal messages.
How to Switch to the Compact View
Pipeliner CRM enables you to use the following four views on your data in the "Accounts Contacts":
Compact View
Card View
Middle View
Small View
In order to change the view you are using, click the icon either within the Accounts or Contactsview:
Pipeliner CRM remembers the last selected view.
Rich Contact Management View with Pipeliner CRM
Pipeliner CRM provides a fully integrated approach for contact management to tracking all of theinformation and communication activities linked to your Contacts. It enables users to easily storeand find Contact information, related sales documents, and associated activities.
A.) Using List View
Easily switch between Contacts using the Contacts list.
Use the alphabetic to filter Contacts.
B.) Using Details View
Within the Card
Open related Account.
Make it a Favorite.
Write an email.
Open related social media profiles.
Use last contacted date.
The last contacted date is calculated according to the latest end-date of the appointment or the lastemail when using Pipeliner CRM Gmail Integration or Pipeliner CRM IMAP integration.
Under the Card
Open Leads - Showing by default up to five of your last edited Leads with the possibility to drill downto see them all.
Open Opportunities - Showing by default up to five of your last edited Opportunities with thepossibility to drill down to see them all.
Business overview - An overview combining the most important data related to the Contact.
Activities - Showing the last 5 edited Activities with the possibility to drill down to see all Activities.
Documents - Showing the last 5 edited docs with the possibility to drill down to see all docs and files.
Colleagues - Showing the Xontacts assigned to the same Account as assigned to the selected one.
C.) Feed View
Shortcuts to create sales activities such as New Task, Lead, Opportunity, file or write a feedmessage.
Use feed view to get the latest updates related to the selected Contact.
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Rich Account Management View with Pipeliner CRM
With complete account management software, sales managers get the complete picture of eachAccount, with automatically updated Opportunity details, access to all customer informationincluding Contacts, communication history, activity history, shared documents, notes and muchmore.
A.) Using List View
Easily switch between Accounts using the Accounts list.
Use the alphabetic to filter Accounts.
B.) Using Details View
Within the Card
Make it a Favorite.
Write an email.
Open related social media profiles.
Use last contacted date.
The last contacted date is calculated according to the latest end-date of the appointment or the lastemail when using Pipeliner CRM Gmail Integration or Pipeliner CRM IMAP integration.
Under the Card
Open Leads - Showing by default up to five of your last edited Leads with the possibility to drill downto see them all.
Open Ppportunities - Showing by default up to five last edited Leads with the possibility to drill downto see them all.
Business overview - Showing the accumulated information about the number of Opportunities andLeads.
Activities - Showing the last 5 edited Activities with the possibility to drill down to see all Activities.
Documents - Showing the last 5 edited docs with the possibility to drill down to see all docs and files.
Contacts - Showing all linked Contacts to a particular Account.
Related Accounts - Showing the Accounts with the same account industry.
C.) Feed View
Shortcuts to create sales activities such as new task, Lead, Opportunity, file or write a feed message.
Use feed view to get the latest updates related to the selected Contact.
Engage Contacts and Accounts with a 360-Degree Compact View
Effectively manage Contacts and Accounts across the entire sales organization with Pipeliner CRMcustomer relationship software.
How do you like this feature? Share your thoughts below.
Try Pipeliner CRM
Easily manage your customer relationships with Pipeliner CRM.
Radoslav Ciglansky
"Our greatest weakness lies in giving up. The most certain way to succeed is always to try just onemore time." Thomas A. Edison
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