Salespeople are unique and there is no one-size-fits-all view for every sales workflow. We’ve worked with thousands of salespersons over the last seven years, and we pride ourselves on making it simple for you to customize your CRM. That’s why we’re excited to announce an upcoming feature – custom profile pages. This new feature will allow PipelineDeals users more power to determine how they want to view people and deals.
With custom profile pages, you can now rearrange the profile pages for People, Deals, and Companies to match your workflow. This new feature enables you to open or collapse relevant information on profile pages, and rearrange the profile to view your data in a way that is most useful for you.
Need to view your custom fields near the top of the profile page? No problem! Drag the custom fields tile to the top of the page and PipelineDeals will remember your preferences. Do you need to collapse activities from your view to focus on other relevant data? Click to collapse the activities tile so you can focus on what’s most important for you in the moment.
We’re excited to release custom profile pages soon to let you further personalize your PipelineDeals CRM. Also, we want to hear what you think about this new feature! Email us at email@example.com or call us at 866-702-7303, and let us know what you think.