Customer/Prospect Lookup widget

This widget displays the list of customers and prospects assigned to you with name, number and address along with order contact and billing contact along with their phone numbers, posted balance and available credit amounts, created date, status, stage, and close percentage.

Filter: This is a master widget. When you set a filter in this widget, the same filter is automatically set in related widgets on this homepage.

Drillback: When you click on a record, you are taken to the Customer 360 form.