Articles on: Prospects and Accounts

Prospect mini-view & full-view

Prospect mini-view & full-view to help you navigate between prospects super fast and be more efficient

When a user clicks on a prospect, a mini view of the prospect profile is loaded on the right side of the screen, where you can find information of the prospect. User can also look at the activity log, phones, emails, texts in the mini view.

When ever you click on the name of a prospect, be it from a sequence page or outbox or from feed, prospect details are loaded in that mini view and you need not toggle between different pages for that.

You can click on the arrow to expand the mini view and have complete view of prospect information, activity (full view).

User can close the full view and come back to mini view again by clicking on the same arrow. 

Updated on: 31/05/2024

Was this article helpful?

Share your feedback


Thank you!