Streamlining the way sales works
Overview: What changed?
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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
Sliding in, taking action, closing to continue
Benefits of this new flow
Details of the new opp manager slide-in
Same info, just new UI
Tabs still remain
Custom fields still remain
- 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
- 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 are now at the bottom
- Add and remove products easily
- Total value still automatically updates
Details of the new opp manager
Advanced search for opportunities!
Search includes things such as:
- Create, close, update dates
- Standard fields such as value, status, owner, probability, etc.
- Any custom field