For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
New way to view, sort and filter opportunities! And you can use Advanced Search now on opps!
2. New opportunity UI
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Slides in from the right, doesn’t leave the screen you’re on for more fluent user experience!
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The old way
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To work on an opp, you needed to:
For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
1. Go to the contact or account
2. Click on the opportunity
3. This loaded a new screen with the opp →
4. Hit “back” and reload to continue what you were working on
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The new way
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For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
Whether you’re in the list of accounts, a specific account, or a specific contact ...
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For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
... just click the opportunity, and it will slide in from the right without leaving the screen!
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For the serious traveller, Traveller Magazine is a mine of information, keeping you up-to-date with the latest trends in travel and tourism.
When you’re done, just hit “x” top right to continue whatever you were doing!
Quick demo
Sliding in, taking action, closing to continue
Benefits of this new flow
Easy to work directly from the list of accounts or opps without reloading the list every time.
Easy to make quick notes in the opp and then continue working where you left off without reloading the page
Details of the new opp manager slide-in
Same info, just new UI
Same info, just new UI
Tabs still remain
Custom fields still remain
Cleaner UI
Main info easily viewable
The same tabs as before
Notes
Collapsible sections
Collapsible sections
Each section is now possible to close and open
Click the arrow to open or close the section
Makes it easier to find what you’re looking for
Custom fields
Custom fields
Open the “Opportunity fields” section to see all your fields
All your info and fields are still there, but with a nicer looking UI
Products
Products
Products are now at the bottom
Add and remove products easily
Total value still automatically updates
Tasks now include recommendations and smart mails!
Details of the new opp manager
New list view added for each management of all opps
Advanced search for opportunities!
Advanced search for opportunities!
Search includes things such as:
Create, close, update dates
Standard fields such as value, status, owner, probability, etc.
Products
Any custom field
Finally possible to switch opportunities’ account!