Module (Details Page)

Default values in Columns

Leads

Column 1 - Lead Fields:

• Job Title

• Account

• Email

• Work

• Owner

• Tags

Column 2 - Lead Fields:

Lead fields present in the order defined under module settings (Admin Settings -> Leads), without repeating the fields in column 1.

Column 3 - Highlights:

• Tickets summary (number of tickets by status)

• Last contacted info

• Upcoming and Overdue activity

• Active sales sequence (if Tickets is not available)

Column 4 - Notes

Contacts

Column 1 -  Contact Fields: 

• Job Title

• Accounts

• Email

• Work

• Owner

• Tags

Column 2 - Highlights: 

• Related deals (number of deals by stage type)

• Related deals (Deal value of recently created deal)

• Upcoming and Overdue activity 

Column 3 - Highlights:

• Tickets summary (number of tickets by status)

• Last contacted info

• Active sales sequence,

Column 4 - Notes

Accounts

Column 1 - Account fields:

• Parent account

• Owner

• Company phone

• Industry type

• Business type

• Tags

Column 2: Account fields:

Account fields present in the order defined under module settings (Admin Settings > Accounts), without repeating the fields in column 1.

Column 3 - Highlights:

• Tickets summary (number of tickets by status)

• Related deals (number of deals by stage type)

• Upcoming and Overdue activity

• Active sales sequence (if Tickets is not available)

Column 4 - Notes

Deals

Column 1 - Deal fields:

• Account

• Sales owner

• Expected closed date

• Deal value

• Forecast category

• Tags 

Column 2 - Deal fields:

• Source

• Territory

• Age (in days)

• Created date

• Updated date

• Last activity date

Column 3 - Highlights:

• Summary of related contacts

• Summary of related products

• Upcoming and Overdue activity 

Column 4 - Notes