Hi,
I would like to create a custom tab for the activities section of the deal records. I know it currently has:
- Notes
- Calls
- Emails
- Tasks
- Meetings
But we use the methodogly of MEDDPICC which requires the storing of documents onto the record. It would be really handy to have a designated tab to easily access everything to do with that records MEDDPICC score.
Thanks a mill ![]()