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1.238 Stakeholder UI Changes

1.238 Stakeholder UI Changes

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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