HomeIntegrations / Bolt-OnsRubi Outlook Plugin (New) - COMING SOONMain dashboard panel

1.9. Main dashboard panel

When viewing an existing contact, the Main Dashboard Panel displays detailed information organised into five tabs:

Each tab can be selected at the top of the panel to view the corresponding details fetched from Rubi CRM.

After performing an action such as Log an Interaction or Log a Quick Interaction, a new entry should automatically appear under the Interactions tab.

This page was: Helpful | Not Helpful