I guess I wrote my post on how to redesign the homepage just a little early as this actionable infolet would have featured great on that one. But since then a new accounts actionable infolet was added.
The accounts actionable infolet not only allows you to quickly access your favorite accounts through accounts saved lists. It also allows you to take action upon these accounts: it never has been easier to create an opportunity or schedule an appointment for your accounts!
And all of this can be done directly from the homepage!
Let me know what you think!
David Ewing
Love this idea. We’ll be adding it to our services ASAP