🎨 Circle USP Feature UI Gallery

Professional user interface designs for Circle's Unified System Platform features from Sprint 2 requirements

πŸ“Š Design Overview

25
Total UI Designs
5
Feature Categories
6
Integration UIs
100%
Mobile Responsive
πŸ”—
System Integration
Email and phone system integrations for seamless CRM connectivity
Outlook Integration Dashboard
Monitor email integration status, sync activities, and connection health
NEW
πŸ“§ Email integration monitoring with real-time status indicators
Dashboard Email Monitoring
Outlook Integration Settings
Configure email integration preferences and connection parameters
NEW
βš™οΈ Comprehensive settings panel with connection testing tools
Settings Configuration Testing
Outlook Integration Activity Log
Track and monitor all email integration activities and their status
NEW
πŸ“‹ Detailed activity log with filtering and search capabilities
Activity Log Filtering History
Elevate Phone Dashboard
Monitor click-to-dial functionality and call integration status
NEW
πŸ“ž Phone system integration with real-time call monitoring
Phone System Click-to-Dial Call History
Elevate Phone Settings
Configure phone system integration preferences and parameters
NEW
βš™οΈ Phone integration settings with device management
Settings Device Management Configuration
Elevate Phone Call Manager
Manage calls, view call history, and access phone system controls
NEW
πŸ“ž Comprehensive call management with quick dial functionality
Call Management Quick Dial Call History
🌍
Territory Management
Account assignment, territory mapping, and lead distribution features
ZoomInfo Import Dashboard
Streamlined lead import with staging area and conflict detection
Core Feature
πŸ“₯ Lead import dashboard with progress tracking and validation
Import Lead Management Validation
Import Conflict Resolution Wizard
Three-tier system for handling imported leads with conflict detection
Core Feature
πŸ” Step-by-step wizard for resolving import conflicts
Wizard Conflict Resolution Decision Support
Bulk Territory Assignment
Geographic and criteria-based bulk assignment interface
Core Feature
πŸ—ΊοΈ Map-based territory assignment with batch operations
Bulk Assignment Geographic Territory Logic
Automated ZoomInfo Import Wizard
Guided import process with automatic staging and validation
Core Feature
πŸ€– Automated import wizard with intelligent processing
Automation Import Wizard Data Processing
Account Assignment Notifications
Real-time notification system for new account assignments
Enhancement
πŸ”” Notification center with assignment alerts and updates
Notifications Assignment Alerts Real-time
πŸ“ˆ
Sales Process Management
Advanced forecasting, stage management, and sales pipeline optimization
Status-Based Sales Stage Management
Enhanced stage management with status tracking within buckets
Core Feature
πŸ“Š Dynamic pipeline view with status-based organization
Pipeline Management Stage Tracking Status Updates
Individual Forecast Confidence Scoring
Rep-level confidence tracking with historical accuracy analysis
Analytics
🎯 Confidence scoring interface with accuracy tracking
Forecasting Confidence Scoring Analytics
Multi-Level Forecasting System
Separate forecast views for reps, managers, and system predictions
Management
πŸ“ˆ Multi-tier forecasting dashboard with role-based views
Multi-Level Role-Based Views Management Tools
Forecast Accuracy Tracking by Rep
Historical accuracy tracking and trending per sales representative
Analytics
πŸ“Š Rep performance analytics with accuracy trending
Performance Tracking Historical Analysis Rep Analytics
πŸ—„οΈ
Data Management
Data quality, duplicate detection, and soft delete functionality
Duplicate Detection Dashboard
Enhanced duplicate detection with intelligent matching algorithms
Data Quality
πŸ” Smart duplicate detection with confidence scoring
Duplicate Detection Data Quality Intelligent Matching
Soft Delete System with Recycle Bin
Safe deletion with recovery options and audit trails
Data Safety
πŸ—‘οΈ Recycle bin with recovery and audit capabilities
Soft Delete Recovery Audit Trail
Account History Timeline
Comprehensive timeline view of account intelligence and interactions
History Tracking
πŸ“… Interactive timeline with account intelligence story
Timeline View Account Intelligence Story Building
Duplicate Detection Rules
Configure matching rules and detection sensitivity
Configuration
βš™οΈ Rule configuration with matching criteria settings
Rule Configuration Matching Criteria Sensitivity Settings
πŸ“
Activity Tracking
Enhanced note-taking, search capabilities, and activity management
Mandatory Activity Notes Interface
Force note entry with voice-to-text and enhanced UX
User Experience
🎀 Voice-enabled note entry with smart templates
Voice-to-Text Mandatory Notes Smart Templates
Advanced Note Search
AI-powered search across all activity notes with insights
Search & AI
πŸ” AI-powered search with intelligent insights and filtering
AI Search Note Analysis Insights
Activity Notes - Alternative Design
Clean, modern approach to mandatory note entry
Alternative UI
✨ Modern card-based note entry interface
Modern UI Card-Based Clean Design