PipelineDeals Pro-Tips: Optimize Your Profile Pages

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 eight years, and we pride ourselves on making it simple for you to customize your CRM. This week’s pro-tip highlights how users can customize profile pages to determine how they want to view people and deals.

 Maximize the information you capture on profile pages

With custom profile pages, you can rearrange the profile pages for People, Deals, and Companies to match your workflow. This feature enables you to open or collapse relevant information, and rearrange the profile to view your data in a way that best suits your needs.

Do you want to view your custom fields near the top of the profile page? No problem! Drag the custom fields section to the top of the page. Even better, PipelineDeals will remember your preferences so that you view future profile pages in the way that you want.

Some PipelineDeals pros like to collapse activities from their view to focus on other relevant data. You can do this by clicking to collapse the activities tile so you can focus on what’s most important for you in the moment.

We’re excited to let you further personalize your PipelineDeals CRM with custom profile pages. Also, we want to hear what you think about this new feature! Email us atcustomercare@pipelinedeals.com or call us at 866-702-7303, and let us know what you think.