You can now easily edit and update any fields from the List view page (Inline Edit).
The edit option has been included on all the Four main modules of your Salesmate account, i.e.
The inline edit option under Listed columns helps you in updating the related fields irrespective of the module on the screen to update the value or create a new value in the field.
Below are some Example screenshots for your reference.
Edit option on Contact Module :
- Edit Contact Fields, like Job Title
Edit Option on Company Module :
- Update Company Name on the go
Edit Option on Activity Module:
- Update Activity Title as you learn more from the call
Edit Option on Deal Module:
- You can associate existing or New Company to your Deal in case you missed it while creating the deal.