Disclaimer: This feature is not live yet. The purpose of this article is to give users a heads-up on the default configurations in the UI.

The following are the default configurations across modules in Customer 360.

Product: Freshsales

Module (Details Page)Default values in columns

Contacts


Column 1 -  Contact Fields: 

  • Job Title
  • Accounts
  • Email
  • Work
  • Owner
  • Tags

Column 2 - Highlights: 

  • Related deals (number of deals by stage type)
  • Related deals (Deal value of recently created deal)
  • Upcoming and Overdue activity 

Column 3 - Highlights:

  1. Tickets summary (number of tickets by status)

  2. Last contacted info

  3. Active sales sequence

Column 4 - Notes

Accounts


Column 1 - Account fields:

  • Parent account

  • Owner

  • Company phone

  • Industry type

  • Business type

  • Tags

Column 2: Account fields Account fields present in the order defined under module settings (Admin Settings > Accounts), without repeating the fields in column 1.

Column 3 - Highlights:

  • Tickets summary (number of tickets by status)

  • Related deals (number of deals by stage type)

  • Upcoming and Overdue activity

  • Active sales sequence (if Tickets is not available)

Column 4 - Notes

Deals


Column 1 - Deal fields:

  • Account

  • Sales owner

  • Expected closed date

  • Deal value

  • Forecast category

  • Tags 

Column 2 - Deal fields:

  • Source

  • Territory

  • Age (in days)

  • Created date

  • Updated date

  • Last activity date

Column 3 - Highlights:

  • Summary of related contacts

  • Summary of related products

  • Upcoming and Overdue activity 

Column 4 - Notes


Product: Freshsales Suite

Module (Details Page)Default values in columns

Contacts


Column 1 -  Contact Fields: 

  • Job Title

  • Accounts

  • Email

  • Work

  • Owner

  • Tags

Column 2 - Highlights: 

  • Related deals (number of deals by stage type)

  • Related deals (Deal value of recently created deal)

  • Upcoming and Overdue activity 

Column 3 - Highlights:

  • Tickets summary (number of tickets by status)

  • Last contacted info

  • Marketing list


Note: Active sales sequence highlight card will be present if Tickets is not available.

Accounts


Column 1 - Account fields:

  • Parent account

  • Owner

  • Company phone

  • Industry type

  • Business type

  • Tags

Column 2: Account fields Account fields present in the order defined under module settings (Admin Settings -> Accounts), without repeating the fields in column 1.

Column 3 - Highlights:

  • Tickets summary (number of tickets by status)

  • Related deals (number of deals by stage type)

  • Upcoming and Overdue activity

  • Active sales sequence (if Tickets is not available)

Column 4 - Notes

Deals


Column 1 - Deal fields:

  • Account

  • Sales owner

  • Expected closed date

  • Deal value

  • Forecast category

  • Tags 

Column 2 - Deal fields:

  • Source

  • Territory

  • Age (in days)

  • Created date

  • Updated date

  • Last activity date

Column 3 - Highlights:

  • Summary of related contacts

  • Summary of related products

  • Upcoming and Overdue activity 

Column 4 - Notes


Product: Freshmarketer

Module (Details Page)Default values in columns

Contacts


Column 1 -  Contact Fields: 

  • Job Title

  • Accounts

  • Email

  • Work

  • Owner

  • Tags

Column 2 - Highlights:

Contact fields present in the order defined under module settings (Admin Settings > Contacts), without repeating the fields in column 1.

Column 3:

  • Upcoming and Overdue Activity

  • Marketing List

  • Last contacted

Column 4 - Notes

Accounts


Column 1: Account Fields

  • Parent account

  • Owner

  • Company phone

  • Industry type

  • Business type

  • Tags

Column 2: Account Fields

Account fields present in the order defined under module settings (Admin Settings > Accounts), without repeating the fields in column 1.

Column 3: Highlights

  • Tickets summary (number of tickets by status)

  • Upcoming and Overdue Activity

Note: Active sales sequence highlight card will be present if Tickets is not available.


In Column 4, you can add quick notes or view your most recent note, and also navigate to the Notes tab in the details section.

Click here to read about the configuration options available in Customer 360.