Available CRM Widgets

📄️ CRM Information

The CRM Information widget is used on the forms of the CRM application to display crucial information about the record in the agent interface. The widget saves the user time and helps to easily view the important information without searching for it among the form fields.

📄️ CRM Customer Contact Information

The CRM Customer Contact Information widget is used on the forms of the CRM application to display crucial information about the contact related to a record in the agent interface.

📄️ CRM Activity Feed Partner Portal

The CRM Activity Feed Partner Portal widget is used on the partner portal forms to display the change history, additional comments and work notes for the opportunities and opportunity registrations.

📄️ Stage Widget

The Stage Widget is used on the opportunity forms to display the work progress when an opportunity moves through the stages. The widget displays a progress bar that is filled as the record moves through the stages.