The Record Details Page in Revwit provides an in-depth view of records, helping you manage and track every detail effortlessly. Here’s what you’ll find on this page:
-
General Information: View key details like names, company associations, deal values, and more at a glance.
-
Activity History: Keep track of all interactions, including calls, meetings, and updates, in one chronological feed.
-
Tasks: Stay on top of next steps by viewing and managing tasks related to the record.
-
Notes: Jot down important information or updates to ensure no detail is missed.
-
Emails: Access email conversations directly linked to the record for a seamless communication overview.
-
Associated Pipeline: See where the record stands in the pipeline and track its progress through the stages.
This detailed layout ensures that all relevant information is at your fingertips, helping you stay organized and focused on driving results.