May 16, 2022
Contact Search
- Contact list unification :
Contact list and hotlead(touch points) are the main data for our clients, here we made easy for user to get touch point on the contact search screen itself.
We will get fire symbol after the name on those contact name which are having touch points.
Product Tour
Product tour is a guide for our new user, the users who are visiting for the first time , surely they are less aware about effective use of our platform for them we’ve introduce the tour guide.
Here , we divided our tour into 7 basic steps , each tour will be open when we finish the previous tour.
1. This first tour will introduce you to the dashboard and left menu options.
2. Buid your first AMB list :- This tour will redirect you to the company search page where user will be guided through all the filters that will help them to create their desired company list.
Remember : it won’t reflect the tour guide as complete, until we save the company list.
3. Build your first contact search : This will redirect you to the contact search screen where it will guide about through various contact search filters and their usage.
Remember : it won’t reflect the tour guide as complete, until we save the company list.
4. Research Account :- This tour will take you to ‘Account search’ where we can get insight information about the specific company that we search here.
5. Integrate you CRM :- This will redirect user to CRM key page where user can add their hubspot key to export their saved list.
6. Add your team member : This is will redirect our users to the teams page where user will be guided through all the option presents.
