NOVA Widget

Other leads in Kommo

The widget allows you to display other transactions for the current client [contact or company]
configuring the widget
In the settings, select:
1. Show other transactions of the company - if you select the checkbox, all transactions of the linked company will be displayed in the transaction
2. Show other transactions of the main contact - if you select the checkbox, all transactions of the linked contact will be displayed in the transaction
3. In the drop-down list "Select transaction fields for withdrawal" - select which fields will be displayed in transactions related to the company/contact
4. Save.
How to use it?
To view other transactions of the company/contact, go to the transaction, to the Other Deals tab
Made on
Tilda