The Record Details Page in Revwit offers a comprehensive view of your people, companies, and deals, helping you stay organised and informed. Here's an overview of the key sections you'll find on this page:
General Information
This section provides a snapshot of the most important details:
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For People: Name, job title, email, phone number, and associated company.
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For Companies: Company name, industry, size, and domain.
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For Deals: Deal name, value, associated contact/company, and current pipeline stage.
Activity History
Track all interactions and updates related to the record in chronological order, including:
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Emails sent.
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Note create, task update.
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Pipeline movements or status changes.
This section keeps you informed of all past and ongoing activities.
Notes
- Jot down essential updates, observations, or details you want to remember about the record. Notes are searchable and ensure critical information is always accessible.
Tasks
Manage action items directly linked to the record:
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View completed or overdue tasks.
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Assign tasks to team members.
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Track progress to ensure follow-ups and next steps are completed on time.
Teams and Email
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For Company: You can see a list of all contacts within the same organisation.
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For People: You can send emails directly from the person email tab and see a list of all past interactions with that record.
This layout consolidates all the information you need in one place, enabling you to work efficiently and focus on building solid relationships and closing deals.