Companies and people look the same in every list
Companies, Leads, Sales Targets, My targets and Next up now show companies and people in one compact table, with the same columns, filters and sorting.
What this solves
Each page showed companies and people its own way: different row sizes, different words for the same status, filters behind a button on one page and dropdowns on another. A salesperson's own targets looked nothing like the admin's list, so moving between pages meant learning each list again.
What changed
- One compact table everywhere: the logo or photo, the name and a short detail on the same line. Every row is a single line; a long detail is shortened and shown in full when you point at it.
- Priority and outreach read the same on every page: High, Medium or Low with the company's place in line, then its stage and how many people need you.
- Filters are labelled dropdowns above every list, Companies › Track included, with saved views in the same row.
- Sort any list by clicking a column header.
- In Sales › Targets each company is one row that opens to its people. A closed row shows the company's best lead score, how active its people are on LinkedIn and its latest reply. Open or close every company at once.
- My targets now looks like the admin's Targets list, in the order your invitations go out. Move a company up or down from its row.
- The selection boxes in Targets are gone. Pause someone from their own page.
Where to find it
Companies › Track and Leads, Sales › Home (Next up), Sales › Targets and My targets, and My targets › All companies.
Useful for
Admins and SDRs who move between Companies and Sales during the day, and anyone scanning long lists of accounts and people.
About Checkgrow
Checkgrow brings company knowledge, marketing and Sales into a shared workspace. Companies finds and follows the organisations that fit your ideal customer profile, and Sales reaches the right people there in each rep's voice.