are lists to help you get work done.
Group some items, maybe four or five
And see your productivity come alive.
See your pipeline,
stage by stage.
The organized view
makes it easy to gauge.
Do you need some leads
to make your goal?
SalesMesh can get you
on a roll.
New Features in SalesMesh 3.1
|Figure 1: Creating a manual list|
Smart Lists and Filters
|Figure 2: Creating a smart list|
Smart Lists are 'smart' because they update automatically based on filters you create. You can create a filter on almost any field that exists in a record. For example, if you want to create a group of all your contacts that are VPs, you can create a filter for Job Titles that contain VP (see Figure 2). The people who fit that criteria today are added to that list and anyone you add in the future with the job title of VP will also be added to that same list. There are tons of filters to choose from including special ones like 'People With Upcoming Activities' or 'Open Deals With No Activities.' You can adjust the filters that define your list or filter a list without creating a new list as well.
|Figure 3: Pipeline view|
There are so many things you've told us you want to do with lists, we can't wait to see how you use them.
We're always interested in your feedback so send us your thoughts, requests, and ideas: email@example.com.