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CRM

CRM

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Data

The side panel allowed quick access to frequently used fields but had limitations like excessive scrolling and no support for child tables. The new Data Tab addresses these issues, offering a cleaner, more organized way to view and manage data efficiently.

You can customize the data fields using Tabs, Sections, and Columns. Click the Edit button to modify the layout.

The Edit button is only visible to Sales Managers.

Last updated 4 months ago
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