Product Feature – Opportunity Screen Contacts Widget

It’s no secret — sales professionals hate CRM systems. Here at Boru, we feel your pain.

Since sales teams are always looking for an easier way to enter data, we try to remind our clients about some some nifty widgets that sometimes go unnoticed — like the Opportunity Screen Contacts Widget.

When viewing the Opportunity screen summary view screen, the Contact Widget displays a “heads up” view of the contacts linked to that opportunity. Since this widget helps you avoid the tediousness of standard related list for contacts, it can save you tons of time and increase productivity.

Your sales team will thank you.

Opportunity Screen Contacts Widget

Opportunity Screen Contacts Widget

Opportunity Screen Contacts Widget 2

Opportunity Screen Contacts Widget 2

 

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