Tab View and Panel View

There are two options for viewing contact records in Marketsharp, Tab View or Panel View.

On record view for Prospects, Leads, or Customers, there is a link at the top right corner of the record that allows toggling between views.

The Tab View provides mid-level tabs in the contact record. Click on each tab to view or work in a specific section of the contact record.

The Panel View still offers the option to work on or view each section separately, but also allows for multiple sections of the contact to be open at the same time.

 

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