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Stakeholder Tabs Overview

  • State prior version 1.238 (1.236)

New Stakeholder Tabs Overview

  • Changed Style

  • Notes and Covered By Tabs removed and functionality moved to Detail Page

  • Actions Tab renamed to Tasks

  • Added new Tabs for People.ai enabled Organizations (requires API Configuragion)

Original Notes Tab

New Notes section in Detail Tab


Multiple Notes with horizontal scroller:

Note Edit:

Original Covered By Tab

New Covered By section in Detail Tab

Additional People.ai Tabs (if enabled)

  • Dashboard

  • Engagement

  • Connections

  • Opportunities

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