The new CRM has big potential but my team and I are struggling right now. One big thing that drives me bananas is the main leads page. Scrolling this page on mobile is not a great experience. it seems that almost every page in the CRM(or the backend) is fixed width and height. But not this page. It’s an odd experience and honestly it’s frustrating to use. Video link below
I feel like a lot has gone into the CRM details page but not the main page. Would love have that pesky “Click to Load More Leads” button removed as well and just have it load on scroll. or even pagination. On iPadOS it’s impossible to get to the bottom of the page and actually click the load more button. The team has been working on fix this one but it’s still a problem for us. Video link below
First - (that Dashboard) - it’s going away in a future version (the initial load on your video).
In terms of the ability to side scroll on the lead main screen - that is by design and is intended to allow you significantly more access to data from just that main screen than just what you could see in a small phone window.
There is however a “mobile view” - not sure if you know about that, but it is very 1.0 and is something I would love to see improved as well. The purpose of mobile view is to make it as awesome as possible specific to mobile, without having to lose any of the power/flexibility of the main search (which on iPad, PC, or Mac is second to none imho)
As for the Safari issue, we can certainly have @Rebecca and the team look into it - a quick fix is to use Chrome (we are Chrome primary as it is 75%+ of all browser users) but still something we can investigate.
Appreciate your feedback as always Matt - hope you have an awesome week
Thanks for the reply Morgan! I figured at some point that dashboard would get retooled but I like the dashboard and don’t have any issues with it. I was just showing that it scroll fine and the main leads page doesn’t have the same functionality. The side scroll isn’t the issue I was referring to. It’s that when scrolling the page “floats” around. The new deals module side scrolls with no issues. The main leads landing page however does not. It’s wonky as you can see in my video.
What “mobile view” are you referring to? My video was from the mobile browser so if there’s another way to access that would be great to try.
Chrome on iPadOS and iOS have the same outcome. We’ve also tried other browsers on iPad and all of them have the same issue with not being able to get to the “bottom” of the viewport. I have a ticket open about it already. Just wondered if anyone else was experiencing the same issues. Here’s a video of that:
Thanks for highlighting this scrolling issue @MattFranklin I can confirm that this is being worked on by the team now and we’re working to get a fix ready for you. Once the fix is in place you should be able to scroll and select the ‘load more leads’ button as well as the ‘My Setup’ button.
We’re also looking into making the Leads view more ipad and mobile friendly, more to come on this!