Happy Wednesday everyone!
The Product Team has been hard at work designing a new mobile view, so you can easily see all the lead information you need while on your mobile. You can also expand to view extra lead info, take a look at the mockup below.
We have a question for you guys, what are important pieces of Lead info would you like to see in this mobile view? Comment below and let’s see what responses we get!
I mentioned this on R & D call today, but “Sources” and “referrer” will be redundant since sources are generally fed from the referrer, so I’d go only referrer.
Last Visit
Last touch
Value
Listings
I don’t know that I need to see joined or action plan on mobile summary
This view will be welcomed big time! Will each lead be expanded upon initial load? Just my opinion but it’s a bit too much information. Mobile view should be just that. A quick view(list) of leads/contacts on the go. Taking a desktop experience and shrinking it down doesn’t necessarily make it mobile. Everyone works their leads differently but I personally think the “mobile” view should be completely different than what we see on the desktop but still feel a bit familiar. I think the tricky part here is that you guys are building a single solution that is both desktop and mobile forward.
On mobile view, it should be a quick list of leads/contacts. I’m still using Lofty and this is the view from the app. For me, mobile usage is for tasks like viewing past clients to make a quick call, text, or email, looking up an address of client to pop by, add some tags, and add or view some notes. I know you didn’t ask for that much info but that’s my feedback.
that’s awesome, thank you! And yes, you hit the nail on the head, what I posted is already the “expanded” view, there is a little up / down arrow (not super easy to spot in the screenshot)
But the idea would be by default, they all look more like this (Kind of)_ but ideally I’d like to have @Phil reduce the size of the phone and email a bit so it can be on the same link (not 2 lines) to further condense space.
Thanks Morgan! While you guys are in there, the little drawer arrow is quite tiny and feels like strange functionality.
What about moving the side bar to a different area? Maybe in the top bar next to the mass mailer option, views, etc??
It would be nice if the font size for the lead’s name was the size of the phone number or email address.
Hello, folks on this thread. This view has now be posted and released - we hope you enjoy this UI enhancement for “mobile view” @MattFranklin saw your comment on the arrow, it’s something we are considering, but didn’t make the cut this round (has broader UI implications) but know we did see and appreciate that bit of feedback 
@Victor_Lozada making the name the same size as the phone number didn’t make sense for this UI as some names are much longer than phone numbers (which have a static max size) but we do appreciate the request. Please take a look at the new mobile view and let us know what you think
You’re right about the names! I really like the new layout, particularly remembering which cards are expanded when switching between contacts. I think it will be well received by the agents. I had one small issue. After hiding the smart list sidebar, the toggle switch blends in so well on the left side that it took me a while to notice it and bring back the smart lists. Making it a little more prominent may be worth considering. This was a great update!
Yup - that feedback was also provided above by another user - captured for consideration, thank you
Thanks Morgan, something to add to this would be moving the “My Setup” menu from the sidebar to the actual dropdown menu or top header(desktop view). I’m in the CRM daily and I still forget where the hell the setup menu actually is. Plus, the setup is a global CRM setup essentially so living in the sidebar of the smart lists is a strange place for it to be.
