What is the Pipeline dashboard?
We covered this in better detail in this article. If you're curious about getting around your Pipeline and how it generally works, read on!
How to navigate & update your Pipeline
There are 2 easy ways to View Details for one of your record's in your pipeline:
Click on the record name
Under the
Actionsbar on the right, by clicking the 3 dots
Clicking either of these options will open up the details panel for that record. It'll look something like this:
There are many actions you can take right from this panel. Here they are labeled:
View record type, i.e. Opportunity, Account, Contact, or Lead
Access this record right in your CRM by clicking the CRM logo
Tabs to select and display related records or objects
Search bar to isolate a specific piece of information (just start typing!)
Field customization, which lets you add/remove what is displayed here
Fields, which you can customize and edit
To note, all updates you make here will update your CRM in real-time. No copy-pasting or manual syncing, it just happens.
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