While the dashboard provides an overview of your business at a glance, sometimes you need a little more information. The Opportunity quick-view slider gives more insight into the details, including contacts, notes and tasks.
What is the Opportunity Quick-View Slider?
Located in the Dashboard, the quick-view slider for opportunities allows you to view basic information at the click of a button. It's a simple way to access information without having to open the full record and navigate through.
How do I use the Opportunity Quick-View Slider?
Open the CRM and the dashboard will appear..
Click on the hyperlinked Opportunity name and the quick-view will automatically slide out from the right of the screen .
To open a different opportunity in the quick-view slider, click on another hyperlinked Opportunity name.
To close the quick-view, click anywhere on the screen or hit the close button.
To open the opportunity record in full, double-click on the Opportunity name.
