Click any step on the path
The five steps across the top of every screen now open the screen behind each number.
Kevin French
· 2 min read
· 2 min read
The path across the top of Stage 1 tells you where the pipeline stands. Signals, accounts to review, in motion, replies, meetings. Five numbers, every screen.
Until today they were only numbers. You'd see three replies and then go find them.
Now each step opens what it counts. Signals and accounts to review open the Board. In motion opens the Watchlist showing only the accounts you approved. Replies opens the Desk. Meetings opens the Watchlist showing the accounts where a meeting got booked.
A number you can't act on is a report. A number you can click is a next move.