What would make the prospecting screen even better, is when working through tasks, whether that be due today, tomorrow or overdue, to be abel to see the task notes on the same page somehow.
At the moment if there are notes on the task, you have to open the Contact/Company record up in a seperate tab to view this. In my opinion, this is a waste of time and is a bit annoying.
I agree! If I’m explaining the Prospecting tool as an all-in-one dashboard to my sales team, they need to be able to access information, especially for those who are mobile and or cannot easily flip between tabs or screens to look up the info under the Contacts.
I too love this idea, it will help a lot when we are directing CSMs to the Prospecting page. The fact they need to go elsewhere after looking at their pending tasks drives them away from Prospecting as they see little value. They go back to their reports/lists, which are so many.