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👀Sneak peek at today's newsletter:
First, walk through four new features with our CEO Tyler. Then get my tips on when to use the new board view versus list view on your pipeline report, and share your thoughts on the forum!
🍀 Four New Features, Straight from Our CEO
Video still featuring LACRM's CEO Tyler
Watch Tyler's explanation of four new features!
It's been an exciting spring for new features at LACRM! Hear from our CEO Tyler on four new features and how to use them.
Here's a quick summary of what's new:
✅ Future tasks on the workspace: You can now choose to see more than just today's tasks on your workspace. If you want a view of what's coming up further ahead, you can expand your task list to show upcoming tasks beyond just the current day.
👥 View other people's tasks and calendars: You can also choose to view your teammates' tasks and calendars from your workspace. Easily check in on what your team is working on or find a good time to schedule something.
👤 Contact fields on pipeline items: When you open up a pipeline item, you'll now see contact fields on the right-hand side. Quickly reference key details like phone number, email, or company without navigating away.
↩️ Undo a merge: Accidentally merged two contacts? You can now undo it. No more worrying about making a mistake when cleaning up duplicate records.
See all of these features in action in the video from LACRM's CEO Tyler!
Watch and share your thoughts in the comments!
💡 When the New Board View Really Shines
Board view of the pipeline in LACRM
Try our new board view if you haven't already!
About a month ago, I mentioned board view was in beta. Now it's officially launched, and we'd love for you to give it a try if you haven't already.
If you're a longtime user of list view, you might be wondering when board view is the better option. Here's what I'd recommend:
💰 If you track some sort of value. Board view totals those values for you. So if you're tracking lead value, sale amount, commission, or anything monetary, board view is the best bet.
🖱️ If you want to quickly update your pipeline. Dragging and dropping between statuses in board view is the easiest way to update your pipeline in the CRM!
🦜 If you need a bird's-eye view of the pipeline. Sometimes it's nice to just get a picture of your whole pipeline. Board view gives you the most visual real estate, so you can see the most contacts and companies at once.
Now you might be wondering — when should you stick with list view? To see my tips for when list view is the better option, as well as more board view ideas, check out the full article on the forum.
And if you've found a great use for board view versus list view, share your ideas in the forum comments of my post!
Read my tips on when to use board view vs. list view
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