The Leads workflow info panel is designed to provide quick and easy access to users looking at sales processes. It will show various panels or sections as follows:


  • Contract number, status, lot address, contract value, business unit, template, milestone and days ahead or behind
  • Sticky Notes
  • Client Details
  • Contact Details
  • Workflow
  • Next Appointments
  • Recent Notes
  • Location
  • Documents
  • Issue
  • Flex-Fields
  • Interest & Commitments
  • Sales