Data
The side panel allowed quick access to frequently used fields but had limitations like excessive scrolling and no support for child tables. The new Data.
The side panel allowed quick access to frequently used fields but had limitations like excessive scrolling and no support for child tables. The new Data Tab addresses these issues, offering a cleaner, more organized way to view and manage data efficiently.
You can customize the data fields using Tabs, Sections, and Columns. Click the Edit button to modify the layout.
The Edit button is only visible to Sales Managers.
Comment
Comments let agents collaborate on leads and deals in one place, discussing progress and sharing details without leaving the record.
Service Level Agreement
An SLA (Service Level Agreement) is a formal agreement outlining the level of service a provider commits to deliver and the expectations a customer has.