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Feature Suggestions for Maximizer CRM

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2 results found

  1. Use Swimlane User Interfaces

    This is useful not just insales opportunities, but in a to of places.

    For example, in a particular sales process be nice to see a swimlane like interface with contacts in each lane. Anytime an item transfers from one state to another (ie steps in a sales process).

    I might want to look at everyone in the "call" swimlane, phone them, and then move those contacts to a "email" swimlane of a "give up" swimlane. Or I might move a task between categories like waiting for, call, email, admin.

    Look to HubSpot and Trello for examples and inspiration.

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  2. 13 votes
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