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We’re thrilled to unveil the redesigned CLIENTS tab, now more user-friendly, this update is designed to make managing your clients smoother and more intuitive.
With a streamlined layout and enhanced features, navigating your client list and accessing important information has never been easier.
Let’s explore the new CLIENTS tab and its functionalities.
The new version presents data in a more structured and visually appealing manner. It includes additional metrics like Event Categories and Categories Statistics, and a more detailed breakdown of interactions.
With the new update, you can easily view all the events in the group by scrolling down.
In our ongoing efforts to enhance user experience you can now filter specific events.
Within the EVENTS CATEGORY, selected events are organized for quicker access allowing you to find the necessary information more efficiently.
With the new update, you can apply specific filters, select a call, and view the relevant paragraph directly.
You no longer need to read the entire call script. With the new update, you can apply specific filters, select a call, and view the relevant paragraph directly.
This update makes it easier to quickly understand how many teams have been in contact with a certain client. The numbers next to the icons ("+10" and "+8") show the additional number of teams beyond those represented by the icons.
This approach is much more time effective and helps you have a clear view of all teams involved.
CALENDAR
Some visual changes were made to the date filtering:
The date range filter is more prominently displayed and easier to notice.
The new interface now converts data into percentage metrics where applicable, offering a clearer view of the team’s performance. Additionally, the filter allows users to sort calls by duration, from longest to shortest. We’ve also added a "CLEAR" button, making it easy for users to see when a filter has been applied.
As always, we are committed to meeting your expectations and take your feedback seriously to ensure the best experience for our partners. We hope you enjoy the new update to the Clients page, and we’re eager to hear your thoughts on it.
