Opportunities: Difference between revisions

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Line 18: Line 18:
* Account
* Account
* Contact
* Contact
'''Stage (3)'''
Shows current stage.
Click to view other stages to move to.

Revision as of 13:41, 4 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.

Click to view other stages to move to.