Android and iOS - Timeline View

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Team Salesmate

• December 28, 2022 06:49

Heya Sales Mates,

Since we are working remotely more often, usage of mobile applications has dramatically increased and a call for the evolution of mobile applications has become necessary.

We have consolidated a game changing user design and experience for you, feel free to post your views and comments on the two design languages:

• A detailed Timeline (Take quick actions as you scroll)
• Closed Pack timeline (For a quick reference)

Your feedback is important to make sure that what we build aligns with your goals!

Many thanks,

CS Team @Salesmate

 

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  Chelsea Richardson

  • January 04, 2023 19:29

  Loving this direction.  A few comments that I think would make it even better:

  1. When there is an attachment, such as the PDF attachment that is shown as one of the posts, I would love to see that as an inline thumbnail of the attachment that I could click on to enlarge.
  2. I would love to see an overall timeline that aggregates updates across all activity across Salesmate that could then be filtered by activity type.  For example, all notes added to contacts.  

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  Christian Ayala

  • February 05, 2023 21:04
  • Edited

  We are working on a move from Pipedrive and the detailed timeline in the first picture makes me feel like we are making the right choice.  I would be interested in seeing the notes field of any activity in a yellow background, like a regular note.

  I choose most products based on UX/UI because I believe that it drives adoption, and this is a step in the right direction.  Both designs are well-done, but the language in the first picture is and elegant solution.  I would love to see this carry to the deal view and other parts of the desktop web application because it's looking a little dated.  Nothing better than a familiar and uniform user experience.

  Great work!

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