Hello, I would like to know if it is possible to create a new tab, in addition to the existing ones (Activity, Notes, Emails, Calls, Meetings), like the one indicated below in red as "Legal"
Hey, @VCosta3112👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc)
If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.
Hey, @VCosta3112👋. Thanks for reaching out. To confirm, you are not missing an option. There is no way to add a net new Activity-type to your tabs on an Object record (Companies, Contacts, Deals, etc)
If you have a moment, adding this as a request in the Ideas Forum will be helpful in getting this need in front of the product team.