Introducing the Slim Panel in Conversations—a sleek, streamlined addition on the right side of your screen, designed for effortless navigation and centralized access to key information. This panel can be expanded or collapsed as needed, giving you full control over how you engage with essential data and features.
With just one click, you can seamlessly switch between "Contact," "Appointments," and "Opportunity" views, tailoring your experience to your needs. No more switching between multiple modules—everything you need is now right within Conversations.
This enhancement is all about accessibility and efficiency. By refining the user experience, we’ve made information easier to find, interactions smoother, and workflows more intuitive—empowering you to stay productive with minimal effort.
Users can now add, edit, and manage contact details seamlessly, covering everything from name, phone number and email to owner details, tags, campaign associations, and the all-important DND (Do Not Disturb) settings. It’s a one-stop-shop for keeping your contact database up-to-date missing any ongoing conversation.
Users can now effortlessly book new appointments, view both upcoming and past appointments, and even reschedule them—all from the Right Panel. No more cumbersome navigation through multiple screens. With this feature, you can stay on top of your schedule.
Users can create new opportunities, view all existing opportunities associated with a contact, and seamlessly edit opportunity details, all within a single, centralized location using the lead status buttons.
