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This action allows you to directly create a note for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.

Create task

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This action allows you to directly create a new task for the currently viewing sale (Similar to https://contemi.atlassian.net/l/c/e15bo6PH), so you don’t need to select the “Related Records” in the form.

Summary

This tab gives you an overview on shows the current stage of the sale as well as other related information via various widgets i.e. Cases, Notes and Contacts.

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You can also config the widgets via the “Config layout” button (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754955813/Dashboard#Create-Dashboard).

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Contacts

This tab displays all contacts of the sale’s customer. By clicking on the Contact Name, you will be redirected to the corresponding Contact Details page (https://contemi.atlassian.net/l/c/68tMJSLQ).

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Cases

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This tab displays all created support cases of the currently viewing sale.

You can also directly create a new support case via the “Create” button (Similar tohttps://contemi.atlassian.net/wiki/spaces/SHC/pages/1760591895/Case+Management#Create-Case).

By clicking on the Case Title, you will be redirected to the corresponding Case Details page (https://contemi.atlassian.net/l/c/NaK8sksN).

Notes

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This tab displays all created notes of the currently viewing sale.

You can also directly create a new note via the “Create” button (Similar to https://contemi.atlassian.net/l/c/DvtejLP0), Edit or Delete the note.