The record page

Every contact, company and deal opens two ways: in a side panel over the list, or on its own full page. The panel is for a quick look. The full page has everything.

Open a record

1. Click a record's name in any list. It opens in the side panel, so you keep your place in the list.
2. For more room, click Open full page (the diagonal arrows) at the top of the panel.

The panel's More menu (the ⋯ icon) also has Open in new tab, Copy link and Add to favorites.

What the side panel shows

• Highlights: two or four cards with the numbers that matter for this kind of record. For a company, the cards include Open deals, Last touch, Open invoices and Revenue, 12 months.
• Details: the record's main fields. Click Show all fields to see the rest in place.
• Open tasks, Notes and Activity, then a section for each kind of linked record, such as Deals.

Click View all on a section to list all of it in the panel. Click + to add one.

What the full page shows

• On the left: the name, two quick actions, and the record's fields. The status comes first. Less-used fields sit under Other. Click any value to change it.
• On the right: tabs. Overview shows three or six highlight cards, then open tasks, notes, recent activity and linked records. Activity is the full history.

The quick actions depend on the record:

After the fixed tabs come Emails (contacts and companies), Tasks, Notes and Files, then one tab for each kind of linked record, such as Deals or Invoices. If there are more than seven tabs, the rest are under More.

Click a highlight card to see the records behind it.

Step through records

• In the side panel, use Previous and Next at the top, or press K and J. The panel shows where you are, for example "2 of 9 in Companies".
• On the full page, use Previous record and Next record at the top right, or press K and J.

You move through the list you opened the record from, in its current order and filters.

Related

• Edit fields inline
• Linked records
• Notes on a record
• Contacts and companies