CRM records
Open a record from the dashboard
Go from a pipeline stage or priority task to the underlying record.
How to do it
- On Dashboard, choose a pipeline stage to expand the Deals in it.
- Select a Deal name to open its record, or select a Priority task to open the Task record directly.
- Use Back to return to the object list, and follow Related records to inspect linked work.
Check your result
The link opens the selected record rather than creating another record.
Good to know
A pipeline stage is a summary of several Deals, so expand it before selecting a specific Deal.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
Contact SupaChrome support