Detail view
When you need to take a closer look at your contact or deal, check out detail view. See information and related items in one overview along with all past actions and activities associated with the deal or contact.
What you'll learn
Work in detail view
Customize detail view
Plan activities and send emails
Suggested
Contacts sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 min
Custom fields and filtering
3 mins
Deal rotting
2 mins
Email tracking
1 hour
Goals
3 mins
Group email
2 mins
How your data is organized
4 mins
Important fields
2 mins
Import data
5 mins
Insights
5 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
List view
5 mins
Pipeline view
3 mins
Revenue forecast report
2 mins
Revenue forecast view
2 mins
Sales inbox
3 mins
Scheduler
5 min
Smart contact data
2 mins
SmartDocs
9 mins
