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We’ve just launched a new Academy On-the-Go video spotlighting how flexible CRM views are transforming business decision-making and growth.**
As your company’s data grows, static tables make it tough to spot meaningful insights—but flexible views let every team access customer information in the format that works best for them.
Sales can quickly identify hot leads through board views, marketing gains actionable insights from report views, and customer success teams find growth opportunities with streamlined tables.
Guided by Professor @NCasares, you’ll see how one unified CRM tailored to each team’s needs empowers you to accelerate deals, optimize campaigns, and drive customer growth—all with faster, smarter decisions.
Curious to learn more?
Watch the video here:
What are Flexible CRM Views?
The new list views are not delivering practical value for everyday users. Instead of helping us complete essential tasks—like follow-ups, launching simple campaigns, and tracking results—the current experience feels confusing and inefficient. There are too many different ways to work, and the workflows are now even harder to follow.
Crucially, these list views don’t let us pull in the necessary fields from the company level, which makes it difficult to work with context or take meaningful action. Please focus on making changes that enable real productivity, streamline actions, and provide an actionable workspace for users. As it stands, these list views do not support the daily needs of your users.
I also have most of my users on the sales workspace is this replacing that?
