With thousands of leads, contacts and deals, it’s no secret that your company’s CRM can quickly become overwhelming. Our goal at Base is to keep you and your team organized and productive so you can spend your time on more important things, like closing deals.
Want to learn more about this update? Attend a Live Training.
Our upcoming Base user experience refresh is designed to help you cut through the noise and focus on information that’s relevant to you.
This article highlights some of the upcoming design and feature updates that support this mission. Also check out a video review at the bottom of this article.
Note - Changes are not live yet, this is an overview of what to expect.
User interface refresh
We continuously iterate on the Base design to ensure an intuitive and simple experience for our users. In addition to a number of feature improvements, you'll notice a number of user interface updates such as a new font, new icons and updated views in Base as part of this update.
The below screenshot highlights some of the design changes including;
- Updates to each view (Stage, Table, List)
- Revamped filtering options
- Updated navigation icons and components
- Updated font and color scheme
Seamless Smart List navigation
We've made Smart Lists even better. Now, you have the power to create a Smart List and use the updated view switching capabilities to examine that List in either Table, Stage or List view depending on what works best for you.
Previously, views in Base were disconnected. For example, if you were viewing your "Deals >$100K" in Stage View and wanted to then work on the same deals in a Smart List, you would have to navigate to the Smart List view and reset all your filters to find the same set of deals.
Smart Lists now power all of our available views in Base. This means you can view, edit and update that same "Deals >$100K" Smart List from either a Stage View, Table View or List View. Best yet, when you save this list, you'll be able to quickly view updates in our New Smart List summary view (more on that below).
New Smart List Center
You can now quickly understand what's happening in each of your Smart Lists with the new Base Smart List Center. The Smart List Center provides an overview of and quick access to each of your saved leads, contacts and deals Smart Lists.
All saved Smart Lists will automatically show in the Smart List Center along with any Smart List drafts you or your team had prior to the user experience refresh.
Batch actions on Smart Lists
Batch actions allow users to select multiple records to either update or action (change owner, move stage, switch pipelines, add to call list, etc.). We've added batch actions to Smart Lists.
Remember how we said Smart Lists now power all views? This means you can conduct batch actions on your Smart List directly from Stage, Table or List view.
Smart List templates
We've added the ability for Base administrators to create and share Smart List templates with their team. Admins can create custom templates for leads, contacts and deals based on their teams' specific sales needs. For example, create Smart List templates for new hires that may need a hint on where to start their day. This could be "My new leads" or "Deals pending my response".
In addition to creating custom Smart Lists, users will be able to select from the list of templates you provide. They will then be able to save and modify each list to their specific needs.
Global add for leads, contacts and deals
Adding a lead, contact or deal just got a lot easier. With the new "global add" option in the navigation bar, you can create a new record from anywhere in the Base.
If you have any questions regarding the refreshed Base user experience, please let us know. You can click on the bubble on the bottom right corner to connect with us.
Here is a quick video of the updates: