Contents Current sprint: Campaigns 1. Introduction
2. Preliminary proposal
3. Prospecting list - Maintenance services
4. Prospecting list - Campaigns
5. Improvements
Problems and opportunities
Introduction
The following functions will be integrated into the current screen of the prospecting list:
-Maintenance services
-Campaigns
Both lists have different characteristics since the maintenance list contemplates a period of time, in which maintenance is recommended depending on certain months completed or km as well as brand specifications.
Blank state Screen
Preliminary proposal
A new function in which the layout is going to change, it is possible that there is confusion, besides that it is required to select first the type of list that is going to be chosen to show a result, is for this reason that we chose to include a:
Blank state
This will guide our new users to this functionality.
Prospecting list screen Maintenance services
Prospecting list - Maintenance services
Since there is a previous filter, I consider that the Campaign column would no longer be necessary, giving more space to include the license plate field that is located next to the model column, since it has to do with a characteristic of the car.
Arrows were added in the last visit and next visit fields to be able to sort them by the newest at the top or the oldest at the top.
Prospecting list screen Campaigns
Prospecting list - Campaigns
In this screen you can see activated the filtering field that corresponds to select list, which once selected will show the data corresponding to services or campaigns.
The search field was simplified by removing the search button, it was thought that by pressing enter this field will start searching.
A pagination was also included at the bottom of the screen.
Layout Improvement Proposal
In addition to the proposals of the previous screens, I detected an improvement, however I do not know if all the agents share information of all their prospects or that information is already filtered so that only the ones that correspond to the agent appear.
If this is not the case, I suggest the functionality of a login per agent that automatically filters the prospects that he/she has previously advised.
Contact: miawmomo@gmail.com
Thanks