RevBoss RepSteps Overhaul

We shipped a pretty big update to our RepSteps feature over the holiday break.  Some screenshots and notes below.  Enjoy!

New RepSteps UI

First of all, you’ll notice that the page looks a lot better. 🙂  We also built in the ability to sort columns, to select multiple prospects for bulk action (like skip or remove), and to take action on a single prospect from the dashboard view.  Additionally, you can now easily see the Flow name and Step which provide more context as you’re working through your to-do list.

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We also simplified the prospect card that you see when you click on a row.  The data is better organized and the actions are more clearly defined as Remove, Skip, or Advance.  And you can still quickly scroll up and down through the cards to work through your tasks.

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lisa-braziel Lisa Braziel, Senior Vice President,, Ignite Social Media