Hi guys, I am very new to Salesmate and in general love it's functionality and clean user interface. There are 2 areas I think Salesmate could easily be improved for all users.
- In deals, when wanting to add a note, activity, email, file etc you currently have to choose the note or deal or email tab and then create. Additionally, if you want to create an activity you then have to choose call, meeting, task etc from the drop down. This is more clicks than it needs to be and also creates confusion because the "Note Email Add activity Log activity File" sub-menu at the top of deals is confusingly similar to the "Activities Notes Emails Files etc" below that section in deals. It would be way quicker for data entry and way less confusing if you just had an add button at the top of deals and once you click on it you choose what to add from a single drop-down/selection area - options would be Note File Email Call Meeting Task and any other custom activity the user had created.
- In the search field in the top menu if you have entered a search phrase recently that search phrase doesn't disappear when you click in the search field so every time you want to do a new search you first have to delete the old search phrase. Please change this so the old search phrase disappears as soon as you start typing in the search field.
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