In Felix, the Detail View of specific items contains all of the specific information pertaining to that item.
- The Detail View of a Customer contains any information about that person contact, like that person's email address or phone number. It may also contain any lead label information provided about that customer. You will also find a changelog of when that contact was added to Felix, what deals and policies have been made in their name, any any relevant documents, notes or tasks associated to that customer. Click here to access an article which provides more info on the Detail View of a Customer.
- The Detail View of a Deal contains any specific information regarding that deal, including tasks, notes and uploaded documents. The changelog information here will display information on updates made to that deal's stage or status, or value. Click here to access an article which provides more info on the Detail View of a Customer.