Today, we’ve added conversion rates. Here are a couple of scenarios on how conversion rates work: Read More…
Today, we’ve added an improvement to the new views: the option to set a custom date range. For example, if you want to view your Highrise deals won and lost in the last 12 months grouped by sales person then you can. Check it out below (click on the image to see a full view).
Don’t forget you can also reorder the columns in each view and you can set any of the new views (including with custom dates) as your Tracks default URL.
If you have any questions then please just get in touch with Gregor or Ruth at firstname.lastname@example.org
Over the Christmas and New Year holidays we made some tweaks to Tracks for Highrise (see below for what else is in the pipeline – pun intended!). Here’s what we’ve changed…
Ordering and sorting by category group
You can now order and sort your deals in the pipeline view by category group.
Not only do you get a good insight into the way Jason and Nathan run their businesses and how they think, but you also get snippets into what might be next for Highrise.
In the recording from yesterday, Nathan talked about custom fields for deals.
You can see in the image below that on the right – the new design – we have opted for a traffic light philosophy where the green dot represents a won deal, the red represents a lost deal and the amber represents a deal that is going stale.
The other status is active (grey), which in Tracks at the moment means it has been updated within seven days. (Soon you’ll be able to set your own timeframe on this)
The main problem this change overcomes is highlighting the status of deals whilst keeping the styling clean and simple. Even though it’s just a small change, we are really excited by it, particularly because we plan to add in the ability to set your own timeframes for stale deals including an “ignore” function.
Thanks for reading. Have a great day!
Here is another interface tip as part of our learning series. This one shows you how to quickly and easily add multiple contacts to your sales pipeline in Tracks. Hope you have some contacts as talented as the ones in the demo!
Here is a short video on the order of contacts as they appear in Tracks when you sync them with Highrise. How you add contacts to Highrise matters when you want to export certain contacts in a specific order. You can learn how to do this below.
As I’m not a natural networker, I love this.
However, I had forgotten about this snippet of genius until recently where I’ve found myself working in an office full of new people to me. No – I wasn’t wearing Google Glass, but what I noticed were two things that made having conversations easier. Read More…
The companies I was selling to were banks, which are notoriously difficult organisations to get a meeting with.
Here’s how I did it using brown cardboard tubes. Read More…