Hello there,
I am curious to know if there is a way to customize what is actually populated here?
In this case... we would like to customize what is shown here as a 'snapshot' sort-a-speak for the activity with the account... what we would like to customize would be the following:
Quotes (Potentials) in Pipeline
Won Quotes (Potentials)
I have attached a screen shot...
Gosh... I do hope this makes sense as I am not even sure what this area would be considered in Zoho terms???
Thank you in advance,
:)