Leads: Difference between revisions
From Apps for Creatio
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No edit summary |
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| Line 18: | Line 18: | ||
* Account | * Account | ||
* Contact | * Contact | ||
Stage (3) | '''Stage (3)''' | ||
Shows current stage. | Shows current stage. | ||
Click to view other stages to move to. | Click to view other stages to move to. | ||
Revision as of 13:28, 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
Stage (3)
Shows current stage.
Click to view other stages to move to.
