Turn Every Contact Card Into Your Own Dashboard
Your prospect, opportunity, and customer cards are no longer the same for everyone: now you choose which metrics to display at the top—stage, pending items, score, amount, or sales—and build your own tracking dashboard.
CRM
Until now, the top section of the contact record always displayed the same information for every user. With this update, you decide which indicators to highlight based on how you work: phase progress, pending tasks, score, amounts, or sales.
- A new Add Indicators button at the top of the contact record.
- A catalog of indicators that varies depending on whether the contact is a prospect, opportunity, or customer.
- You can reorder indicators by dragging them into your preferred order.
Choose from these indicators
Availability depends on the contact type.
Shows the contact''s current phase within their current stage.
Progress combining the prospect, opportunity, and customer stages.
Type, subject, and date of the next pending task.
How long the contact has been in their current phase.
Breakdown of BANT, source, and manual scoring.
Available only for opportunities, with its traffic-light color indicator.
Available only for opportunities, in the corresponding currency.
Available only for customers: amount, down payment, and outstanding balance.
Available only for customers: total and trend of their last 6 sales.
How does it work?
- Open the record of a prospect, opportunity, or customer.
- Click the Add Indicators button (+ icon) at the top.
- Select the indicators you want to see and save.
- Drag the cards to arrange them in your preferred order.
Your selection is automatically saved to your user profile, independently for prospects, opportunities, and customers, so you can have a different configuration for each type of record.
- See the information you actually use at a glance without scrolling through the entire record.
- Each user can build their own view based on how they follow up with contacts.
- Spend less time searching for key information such as amount, phase, or the next pending task.