The Related Objects of Contacts

See contact-related details in the panels view.

Activities

• The Activities panel shows pending and overdue tasks and scheduled appointments. The panel shows completed interactions, such as calls made and emails sent, along with the time stamp.
• To see the complete list of activities, click View All Activities.

Opportunities

• Opportunities are sorted by the Open or Closed status. Open opportunities are sorted by the closed date and closed opportunities are sorted by won, lost, and actual closed date.
• To see the complete list of opportunities, click View All Opportunities.

Leads

• Leads are sorted by open, converted or retired, and creation date. You can also see the related leads and navigate to the details.
• To see the complete list of leads, click View All Leads.

Service Requests

• Service requests are sorted by the Open and Closed status, by severity, and then by last updated date. You can see related service requests and navigate to the details.
• To see the complete list of service requests, click View All Service Requests.