We would like to introduce a new feature for CRM plugin - contact tabs. Now you can see all information related to the company, its employees and deals in one place with convenient navigation. -
We have added three tabs: Notes, Employees, and Deals. First one features all notes to the particular company. One glimpse of an eye gives you an overview of the history of contacts, exchanged emails including attachments, meetings taken, phone calls made.
Second tab shows all employee of particular contacts assigned for the company in the CRM.
In the third tab - Deals, you have an insight to all deals with link and details. It includes a status of the deal and its sum. On the top of the tab you see the overall sum of all deals associated with the contact, displayed in 3 currencies: USD, EUR and GBP.
How do you like the new view? Please let us know in the comment section below.
