Coming Soon: The People Tab
Note:Today we are continuing our ongoing preview of our upcoming Jupiter Release. This blog post will discuss the key features of the new People tab. In case you didn’t know Jupiter is our project name which entails a whole group of updates to PipelineDeals that will roll out later this fall. Plan to hear more about Jupiter in weeks to come!
Sales is a people business. You have to enjoy people and many times success or failure is defined by how well you connect with others. At PipelineDeals we recognize the role of people in the sales process and are making some significant changes in the application to better reflect this reality. So, in short, no more Leads and Contacts, just simply: People.
Watch the video preview or read on
One of the most frequently asked questions about PipelineDeals revolves around the relationship between contacts, leads and deals. The Jupiter release will simplify these relationships by merging the former contacts and leads tabs into a single tab called People. A lead will be defined by a simple attribute on a person. A person is either a lead or not. It is important to note that even though we are merging leads and contacts into a single tab, our leads features are not going away. In fact, they will only be stronger and easier to use than the current version.
The New Person Profile Page
The new person profile page follows the same blueprint as the new deals profile page. You will tasks and events in the right hand column, and notes in the left column. In addition, you will see summary level information at the top of the page showing the total value of the relationship, total dollars in the sales pipeline and the last date you contacted this person.
The New People List View
The new people list view just like the deals list view, will take a workflow oriented approach to managing your business relationships. The new list view has been designed to minimize clicking back and forth between pages and to bring forward the most frequently used features and focus your team on the next action to further the business relationship.
The people list view will incorporate a number of easy to use features:
Simple and powerful ways to create people lists
The simple english language user interface allows you to easily create lists of your people. There are several options available to build people lists:
* People with tasks due today
* People with tasks due this week
* Recently created people
* Recently modified people
You can even refine your people list further and create a list of people with tasks due this week that are in a specific status (e.g. hot), belong to a specific person/team, or specific tag or any combination thereof.
Key Features on the people list page
* Simple editing for person contact information such name, address, phone #, position, email address or source.
* Re-assigning a person to another team member
* Displaying the next action associated to the person
* Posting a quick note and scheduling a follow-up task
* Viewing contact information in a simple business card format
You will now be able to modify any list of people and set tags, source, delete and re-assign to all. You will no longer need to perform these actions 25 at a time as in our current application.
Let us know what you think about the new people tab and stay tuned for more updates about the upcoming Jupiter release of PipelineDeals.