Announcement: Upcoming changes to the account pages in Mindmatrix Bridge

Announcement: Upcoming changes to the account pages in Mindmatrix Bridge

Below are some basic screenshots, comparing the accounts page in v4 vs v5.

  1. Account Grid page V4  :  Currently, users do not have the option to perform quick actions on select account records.

       

  1. Account grid page V5 : In version 5, you can now select an account and perform multiple actions, including: sharing, deleting, or editing the account record.



  1. Account V5 also includes additional options in addition to the base action options  that were previously unavailable, such as sending emails, viewing assets, adding to drip campaigns or executing plays.



  1. Account V4 – Common 3 dots action option is present


 

  1. Account V5 – Overview page : Additional options have been added in the Action and More sections.

     



     

      5. Account V5: You can now cancel/save as you work on an account record.

 

      6. Accounts – Add contact page:

      

      

      

 


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