Access Prospects, Accounts, and Opportunities Instantly From Any Tab
As a salesperson, you're always looking for ways to streamline your workflow and stay organized. That's why we're excited to introduce the Outplay Panel - a new feature that will make your sales activities more efficient than ever.
Outplay Panel is a floating toggle that allows you to access prospect, account, and opportunity information instantly from any tab, without the need to navigate through multiple tabs. In this article, we'll show you how Outplay Panel can come in handy in your day-to-day sales activities and how to use it.
How Outplay Panel Can Benefit You:
Outplay Panel can help you:
- Access recently viewed prospect, account, and opportunity information with just a click.
- View any mapped prospect, account, or opportunity to the same without leaving your current tab.
- Create new prospects, accounts, or opportunities and map them instantly.
- Work more efficiently, save time, and increase your productivity.
How to Use Outplay Panel
Here's how you can get started with Outplay Panel:
- Log into Outplay. Locate the Outplay Panel icon on the right side of your screen.
- Hover over the Outplay Panel icon to expand the panel and view icons to access Recently Viewed Prospect, Recently Viewed Account, and Recently Viewed Opportunity. Click the icon respective to your choice.
- The Information Panel for the prospect/ account/ opportunity that you viewed recently slides out from the right.
- To view mapped prospects/ accounts/ opportunities for the same, click the Prospect/ Account/ Opportunity Information Panel button on the side.
- If there aren’t any prospects/ accounts/ opportunities mapped, you can:
- Click the Add Prospect/ Map to Account/ Map to Opportunity button.
- Search and select the prospect/ account/ opportunity of your choice.
- You also have the option to create a prospect/ account/ opportunity as well.
- Click Save.
NOTE: If there aren’t any recently viewed prospect, account, or opportunity, you can search and select a prospect, account, or opportunity of your choice and view mapped assets.
Using the Outplay Panel is an easy and straightforward way to streamline your sales process. With just a few clicks, you can access all your sales information from a single tab, view recently viewed prospects, accounts, and opportunities, and even create new ones.