Lead At-A-Glance

Change the communication summary to be "At-a-glance"

• Next Action
• Expected Value
• Communication Elements
• No. of Active Quotes (vs total)
• No. of Orders (Total Value)

 

Move Lead Size, Margin and Value to a new group on the "Quotes" page

 

Lead-QuotePage.PNG

Lead-AtAGlance.png

Lead-QuotePage.PNG

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Lead-AtAGlance.png

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Lead-QuotePage.PNG Lead-AtAGlance.png

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