Prioritize only relevant information

We know that, in the different phases of the sales process, the client is asked for certain documentation, useful for that specific moment, but perhaps secondary at another time. Therefore, we want to give you a brief explanation on how to reduce the amount of information that is seen in each part of the process, displaying only the relevant and necessary information, thus focusing the user on what really matters at each moment.   Let's get to it!

How?

Go to Settings → Column Setup and select the type of listing you want to modify.

Within the platform, you can manage different lists such as: clients, opportunities, leads, incidents and offers. As the priority of the information can vary depending on how you work with your teams, you can configure the columns you want to display in each list and their order. In the configuration panel, you can activate or deactivate the information about each element and easily reorganize it with the drag and drop function. In addition, dynamic fields are included for these elements.

Example

An example of use in the bill of materials: In the product view, images, costs, and supplier and distributor references can be displayed. If your business does not use product images or references, you can disable them to simplify the view and show only what is necessary.

Or if we talk about clients, for example, in their operations, the main fields are the client ID, ID, name and phone number, while the name of the opportunity, the client's email or their address are not useful for browsing and filtering the list. Therefore, unnecessary columns can be disabled, showing only the main columns according to the workflows of the staff that uses the tool.

 

In this efficient way, you prioritize at all times what information you consider necessary and what you don't.

If you haven't done so yet, what are you waiting for?

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