FAQs in this section
What is One View?
What actions can I perform on contacts under One View?
What actions can I perform on organizations under One View?

What actions can I perform on deals under One View?

Using One View in deals, you can:
  • Call, email, or send an SMS to the deal's primary contact by using the options under the More icon.
  • Open the deal record by clicking the icon displayed beside the deal name.
  • View the key fields and upcoming activities on the deal. Using the two tabs under deals, you can
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