Every customer deserves your attention and diligence.
Our new Workspace Preview Panel improves your efficiency and lets you stay on top of every deal.
Get a 10,000-foot summary of your workspace and catch up on deal progress without ever leaving your Dashboard.
Deal Signals
Deal Signals alert you on what is going well in your deal and what areas need your attention.
Collaborators
The Collaborator's Section shows you the stakeholders of your deal.
See if they have accepted your invitation, resend a reminder, or remove them.
You can also easily transfer the workspace to another teammate.
For example, the handoff from sales to CS when you have won the deal!
Next Steps
Next Steps let you catch up on what's been done and what's left.
This is critical for reps and leaders to know exactly where a deal is.
You can add steps, complete steps, edit steps, hide/show them to clients, or add the due date to your calendar
Activity
The Activity Section shows you everything that your clients and teammates have been doing to progress the deal!
Seeing what your clients are doing can guide your next conversation into a path that would resonate with them most.