Conversations Slim Panel Feature

Boosting Productivity with the CRM's Slim Panel Interface

Understanding the Slim Panel Feature

The Slim Panel is a compact, user-friendly interface positioned on the right side of your Conversations screen. It provides quick access to vital information and actions, allowing you to stay focused on your current task without switching views. You can expand or collapse the panel based on your preferences, facilitating a smooth interaction with your data.

Advantages of the Slim Panel

• Effortless Data Access: Seamlessly toggle between Contact, Appointments, Opportunities, Tasks, and Notes within a single panel.

• Increased Efficiency: Manage contact information, schedule appointments, and handle opportunities, tasks, or notes directly within the Conversations area, eliminating the need to navigate elsewhere.

• Enhanced Productivity: The Slim Panel's consolidated and intuitive design optimizes your workflow, enabling faster and more effective CRM interactions.

Navigating the Slim Panel

Getting started with the Slim Panel is simple:

1. Go to the Conversations section via the left-hand navigation menu and choose a contact.

2. Find the Slim Panel on the right side of your screen.

In-Depth Look at Each Tab

Contact Tab: This section allows you to quickly add, update, and manage contact details, including name, phone number, email, owner information, tags, campaign links, and Do Not Disturb (DnD) settings.

Appointments Tab: Here, you can schedule, view, reschedule, and manage both upcoming and past appointments directly from the Conversations screen, avoiding the need to navigate elsewhere in the CRM.

Opportunities Tab: This tab allows you to create, view, and edit opportunities linked to a contact, as well as manage all associated details from one centralized location.

Tasks Tab: In this view, you can create, review, and edit tasks linked to a contact, and handle all related information within one place.

Notes Tab: This section allows you to create, view, and edit notes associated with a contact, with all details managed from a single location.

Switching between these views is as simple as clicking on the respective icons.

Troubleshooting and FAQs

Though the Slim Panel is designed for ease of use, here are a few tips for common issues:

• Slim Panel Not Visible: If the Slim Panel isn’t showing, ensure it hasn’t been collapsed. Look for the arrow icon on the right side to expand it.

• Issues with Saving Edits: Ensure that all mandatory fields are completed correctly. If problems persist, try refreshing the page.