Add or Edit CRM Layouts

Configure the way that panels and fields are arranged on the contact and company records.

Reach out to support@termsheet.com or your customer success manager to enable the new CRM.

The existing layout will be transitioned into a form panel in the new layout.

New CRM Layouts allow for multiple layouts to be configured for contact or company records. Layouts cannot be applied or changed in bulk.

Select Edit Layout
Select Add Panel or Add Tab to add an new CRM tab to accommodate additional panels as needed.
Panel Type Descriptions:
Comments - A feed of internal comments. @mention users

Deals - This panel will auto populate a list of deals where this company/contact has been added via a "Related To" field.

Properties - This panel will auto populate a list of properties where this company/contact has been added via a "Related To" field.

Contacts - (Company Only) This panel will auto populate a list of contacts that are associated to this company via the "Company" field.

Loan Quotes- This panel will auto populate a list of loan quotes where this company/contact has been added via a "Related To" field.

Actions Panel -Standard panel which contains the company/contact name and actions buttons to add a note, log a call, or log a meeting.

Form- Panel to add fields

Tables- Enter fields into cells on a table

Related Objects Tables- Add a table that will display records related to the Company/Contact via Relationship / Custom Object.

Engagements- View a list of logged calls, logged emails, logged meetings.

Activities- View a list of change history from the record.
Drag and drop to move the panel to the desired location. Drag the lower right corner to resize.

Configure layouts for company and contact records.