See more fields with a detailed view in the Panel

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 04:13 PM by Philipp Stelzer

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


Ever found yourself looking for more information about one specific record in your pipeline views?

 

How to access additional information quickly via the panel

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

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

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

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