Opportunities: Difference between revisions
From Apps for Creatio
Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More sensitive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..." |
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[[File:Creatio | [[File:Creatio Opportunity summary.png|thumb]] | ||
'''Header - A''' | '''Header - A''' | ||
* | * Account icon - if available | ||
'''Header - B''' | '''Header - B''' | ||
* | * Name | ||
* | * Account | ||
* | * Stage | ||
'''Tab layout''' | '''Tab layout''' | ||
* Summary (1) - Basic information /Email/Phone/Address | * Summary (1) - Basic information /Email/Phone/Address/Account/Contact | ||
* | * Activities (emails/logged call notes) (2) | ||
'''Links''' | '''Links''' | ||
* Account | |||
* Contact | * Contact | ||
'''Stage (3)''' | |||
Shows current stage. | |||
Latest revision as of 11:53, 12 November 2024
Header - A
- Account icon - if available
Header - B
- Name
- Account
- Stage
Tab layout
- Summary (1) - Basic information /Email/Phone/Address/Account/Contact
- Activities (emails/logged call notes) (2)
Links
- Account
- Contact
Stage (3)
Shows current stage.
