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Product Launch: Custom Layouts

Custom layouts is a game changer for B2B support, success, and account management teams.

Advith Chelikani
July 2, 2024
Built for Modern B2B Support

Resolve issues faster, strengthen relationships, and uncover opportunities across every customer interaction.

Custom Layouts is a game changer for B2B support, success, and account management teams.You can now shuffle around columns, grouping, and sorting dimensions to visualize and take action on customer issues in a way that exactly fits your workflow.

What does this mean for support, success, and account management teams?

⚠️ Layout by status x priority so you can easily see the most important issues and their current status

👤 Layout by CSM Account Owner or Assignee to understand noisy customers and team workload

💰 Layout by account x priority to see which customers have fires that need to be put out

🫳 Drag issues to now not only change status, but also priority, owner and custom field values

Book a demo with Pylon for a modern support system to streamline your post sales process and unify tracking and solving of customer issues across the different places you talk with your customers including Slack, Microsoft Teams, In-App, Email, and Community.

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Product Launch: Roles & Permissions

Advith Chelikani
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Product Launch: Teams & Assignments

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Advith Chelikani
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Marty Kausas
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Spotlights

Spotlight: Ashley Sawatsky @ Rootly

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Product Launch: Macros

Advith Chelikani
March 25, 2024

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