Deals" section there are categories that

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All elements on the page are divided into categories, for example, in the "contain information about the buyer, their order and delivery options. By default, all cards are equipped with basic sections that can be renamed, moved or deleted.

To change a standard field, you need to netherlands telegram number database click on the pencil icon that appears next to the section when you hover over it.

When you need a new section, you need to click on the “Create section” button at the bottom of the card, then enter a name and add the necessary fields.

Sections can be swapped and moved. To do this, find the icon with dots to the left of the name, hold it down and move the element where you want.

To delete a section, simply click on the “Delete Section” button in the lower right corner. At the same time, the fields will not be deleted, but simply hidden, and can subsequently be re-enabled in other cards.

Tabs

The CRM card contains several sections where detailed data on delivery, products is collected, the history of operations is tracked and interaction with other components of the CRM system is monitored. The content of each section may vary in accordance with a specific portal element.

The order and display of cards can be changed by going to the “More” tab in the card and selecting “Customize menu”.

Next, next to the tab, you need to select the “Settings” button and select “Hide” if the tab is not needed. If you need to change the order of the tabs, just click on the name and drag it where you need it. To complete the setup, you need to click on the “More” tab and select “Finish setup”.