Engagement highlights of a single opportunity or account

2 min read - updated few hours ago


Engagement highlights

In the engagement highlights block, you can grasp quickly what was the most recent meeting, inbound and outbound emails with representatives of an opportunity or an account.


Also very important "What's next" section which may be scrapped from calendar if that is a meeting, or else filled up manually by accountable colleague.
Change history reflects all what changes has been made to an opportunity or to an account and how many times.




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