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