Tabs

What are Tabs?

Tabs divide a page or module into distinct sections. Inside the Submit Forecast window, for example, Rolled Up and Non-Rolled Up appear as separate tabs, keeping submitted records separate from unsubmitted ones. Inside a Workspace, tabs organise different collections of related information.

Tabs reduce cognitive load by presenting only the relevant data for each task. Reps reviewing a pipeline inspection view navigate different aspects of a deal through tabs without managing multiple windows.

Where Tabs Appear

• Forecast submission window: Rolled Up, Non-Rolled Up, Summary
• Workspace: collections of notes, action items, contacts, and linked records
• Analytics: switching between system-defined and user-defined views
• Configuration panels: separate settings areas for admin setup

Related Terms

• Workspace
• Rolled Up
• Non-Rolled Up
• Collection