CRM Tab Counts

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Example: You would like to quickly see how many Notes, Tasks, Opportunities or Contacts are related to a CRM Lead profile without opening the specific tab to save time.

How To: Click CRM on the main navigation and then enter the Lead Name in the search box to find your Lead.  Click search and select the Lead.


On the Lead profile you will see the various Lead navigation tabs (Main, Notes, Tasks, Forms, Opportunities & Contacts) on the profile and only four of the tabs will show applicable counts.


In the profile above you can see there are (3) Notes and (1) Opportunity for this Lead.  To view details click the applicable navigation tab and you will see the details.

These counts are great indicators that can save valuable time to prevent viewing a tab when not necessary.

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