The ability to use Timeline Components in Account Growth provides a powerful visualization tool for tracking various projects, upsell opportunities, and prospecting endeavors within larger or more complex key accounts.
While immensely valuable, managing large volumes of data within this context can sometimes be overwhelming. That's why we're excited to announce the new ability to group timelines by any relevant parameter.
Now, users can group timelines based on project type, whether it's a prospect, sales product, or any custom field captured in the processes. This enhancement offers a deeper level of insight, allowing for clearer navigation of complex account growth projects through visually appealing timelines.
💡 This is great for things such as:
- With the ability to group by type, users can easily categorize prospecting efforts, sales product initiatives, and more within account growth projects. This streamlined view facilitates a clearer understanding of revenue-generating activities within key accounts, distributors or multi-level enterprise environments.
- For users leveraging account growth processes to track delivery or operational tasks, custom field grouping provides a convenient way to categorize and visualize projects. Whether it's operational workflows or strategic initiatives, this feature offers improved clarity and organization.
Have thoughts to share about this update? Drop us a line at support@membrain.com. We're all ears and ready to hear what you think!
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