OK - we know you're going to love this! Introducing the all new Prospect CRM Dashboards! 🎉
These Dashboards are focussed on helping you manage and drive growth throughout your Wholesale, Distributor or Manufacturing business. The first Dashboard to be released is The Account Manager Dashboard - giving you amazing customer insights that increase retention & upsell, as well as identify churning customers that need to be reactivated.
And it doesn't stop there. You can expect to see the Sales Manager and Sales Representative Dashboards in Prospect very soon too!
Please note: All Prospect CRM Dashboards (apart from the Overview Dashboard) are currently in Preview, which means we're still making a few tweaks here and there to make them even better. It also means that while all customers can benefit from the Dashboards right now, when it's out of Preview it may be restricted to certain subscriptions.