Gmail Entities

Accounts

Header - A

• Account icon - if available
• Name
• AlternativeName
• Zip (Address)

Tab layout

• Summary (1) - Basic information /Email/Phone/Address/Main Contact
• Contacts (2)
• Leads (3)
• Opportunties (4)
• Cases (5)
• Activities (emails/logged call notes) (6)

Links

• Contact

Contacts

Header - A

• Contact icon - if available

• Account (if availalbe)

Tab layout

• Summary (1) - Basic information /Email/Phone/Address/Account
• Leads (2)
• Activities (emails/logged call notes) (3)
• Opportunities (3)
• Cases (3)

Links

• Account

Opportunities

Header - A

• Account icon - if available

• Name
• Account

Tab layout

• Summary (1) - Basic information /Email/Phone/Address/Account/Contact..etc
• Activities (emails/logged call notes) (2)

Links

• Account
• Contact

Stage (3)

Shows current stage.

Cases

Header - A

• Number
• Subject

Tab layout

• Summary (1) - Basic information/Account/Contact/Solution
• Activities (emails/logged call notes) (2)

Links

• Account
• Contact

Leads

Header - A

• Subject, Account
• Email

Tab layout

• Summary (1) - Basic information/Account/Contact
• Activities (emails/logged call notes) (2)

Links

• Account
• Contact