Leads: Difference between revisions
From Apps for Creatio
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[[File:Creatio Lead summary.png|thumb]] | [[File:Creatio Lead summary.png|thumb]] | ||
'''Header - | '''Header - A''' | ||
* Lead icon - if available | * Lead icon - if available | ||
| Line 7: | Line 7: | ||
* Name | * Name | ||
* | * Contact | ||
* | * Account | ||
'''Tab layout''' | '''Tab layout''' | ||
* Summary (1) - Basic information /Email/Phone/Address | * Summary (1) - Basic information /Email/Phone/Address | ||
* Activities (emails/logged call notes) (2) | |||
* Activities (emails/logged call notes) ( | |||
'''Links''' | '''Links''' | ||
* Account | |||
* Contact | * Contact | ||
Revision as of 13:27, 4 November 2024
Header - A
- Lead icon - if available
Header - B
- Name
- Contact
- Account
Tab layout
- Summary (1) - Basic information /Email/Phone/Address
- Activities (emails/logged call notes) (2)
Links
- Account
- Contact
