As the first stage of a program of improvements to Proposition we have made some changes to the CRM. Even if you don’t use the CRM to any great extent you will notice a few changes – mainly when you view a saved proposal.
The main changes are:
The CRM is much more flexible, enabling you to filter and sort by virtually any element
There is effectively a new Pipeline view in the Opportunities tab of the CRM, although for now you will still see the ‘classic’ view on the Pipeline screen
For each section of the CRM you can customise your default data view
The menu buttons have been standardised
Point 4 results in some menu changes to the completed proposal screen.
Yesterday it looked like this:
Now it appears as an Opportunity within the CRM and looks like this:
The key changes to the above are:
Proposal Status, Win Probability & Expected Connection Date are all now updated directly on the above screen instead of via the drop-down menu
View, Edit & Delete options are moved to the standardised Copy and Delete buttons or the Proposal Document options in the ‘More’ menu
As well as a wider screen allowing more data to be displayed, the key changes to the CRM screens are:
Can view / filter list of all contacts, sites, mobiles, opportunities, tasks, etc. for your customers and prospects
Can filter displayed records by multiple fields
Can select one or more records by ticking the left hand boxes which triggers Update, Create Task/Note and Delete options. ‘Update’ lets you change selected field values for all selected records in one go.
Can create a more complex filter applying multiple criteria
Can save a complex filter and have the option to make it your default filter on opening CRM
Detailed ‘Notes & Tasks’ screen shows quick links to related contacts, opportunities, documents, etc
All detailed screens are now entered in Edit mode rather than having to first click an ‘Edit’ or ‘Update’ button