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Contacts on Homepage Dashboard (Additional Information)
Contacts
Service Description Contacts
Title Widget Widget Description Contacts Quantity of Contacts Available: Homepage Dashboard Summary Page Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client. Kebab menu ( ) Type Menu I...
Edit / New Entry
Activities
Performance Description Activities
Create activity Available: Customer details page Opportunities Leads Create activity + Available: 1. Activities overview in the customer Title: edit "Type" or "Create activity" When creating, the first type is preselected. A...