Mar 21, 2024

Streamlining Workflows Through Pipeline/Kanban Views

Streamlining your inbox

For active Telegram users, managing various inboxes can feel like an overwhelming chore. But fear not – 3RM is here to simplify things!

When you first dive into any view or smart list in 3RM, you are faced with the default Table view, alongside a handy toggle for switching between Table and Pipeline layouts. The Table view is perfect for assigning conversations to owners, categories, organizations, and more, providing a quick snapshot of your chats.

But it's the Pipeline view that truly shines, offering a visual way to filter your conversations, turning you into a powerhouse for productivity.

With the ability to visualize, prioritize, and manage your inbox of opportunities and conversations, have a comprehensive understanding of the status of your various conversations. By filtering based on the values that matter to your use case, gain insights into where they stand in their lifecycle based on your unique criteria.

Having a bird's eye view of your relationships allows you to pinpoint where things are flowing smoothly and where a little extra attention might be needed, giving you opportunities to refine and iterate on your outreach practices.

So, how do you make the most out of Pipeline View in 3RM?

Edit Status and Category to Reflect in Pipeline View

Easily tweak the status of a chat directly from the Sidebar view, and add categories to expedite your filtering process. Whether it's updating a chat's status or adding multiple categories for cleaner organization, changes made in the sidebar seamlessly sync up with both Pipeline and Table views.

Best Way to Set Up Properties for Pipeline Management

Harness the power of Smart Lists to manage multiple pipelines effortlessly.

Picture this: You're introducing a cutting-edge platform for seamless user data management, tailored specifically for DeFi enthusiasts and users. Strategically categorizing potential users as "Investors" or "Partners" can significantly boost engagement.

With our Pipeline view and Smart List grouping features, your team can effortlessly and intuitively organize and monitor Telegram conversations (or external ones!), ensuring every opportunity is nurtured and capitalized.

In a nutshell, Pipeline View in 3RM isn't just about prettier visuals – it's a game-changer for streamlining your workflow and maximizing productivity. Dive in and discover a whole new way to conquer your inbox!

Happy organizing.