See more fields with a detailed view in the Panel

Are you scrolling through your pipeline and quickly want to access more detailed information about one specific record? It's panel time!

Have you ever found yourself looking for more information about one specific record in your pipeline views?

How to access additional information quickly via the panel

Hover over the name of a record and either click on the name itself or the panel icon

As soon as you open the panel, Weflow will show you your default field set template for this record type, or you can create your own custom versions for it.

Pro tip: You can share your field set templates with other users on the same Salesforce account. To do that, set the toggle to "Share with others" while creating a new template or editing an existing one.