Quick-Views in Pipeliner CRM

Pipeliner CRM Quick-Views is an informative toolbar showing you the most important data of a record--for example, an opportunity--after you mouse over the record in Pipeliner CRM sales pipeline view. We have revamped Quick-Views to load faster, unified it's visuals with Pipeliner CRM Compact Views, and most importantly bring them to the other views to access.

About Pipeliner CRM Quick-Views

You can use Quick-Views For the following records:

  • Opportunity
  • Lead
  • Account
  • Contact
  • Task
  • Appointment

Simply mouse over a record anyplace in Pipeliner CRM, and Pipeliner CRM shows you the most important information about that record.

Pipeliner CRM Quick-Views--Main Features

Pipeliner CRM Quick-Views can be customized to show other record  information, and have many cool features:

  • Within "Account Settings" > "Quick-View" you can customize the information displayed on the extract, and for that particular record type.
  • Within any Quick-Views, you can directly access and click-through to the linked records.
  • From account and contact Quick-Views, you can directly call your accounts or contacts over Pipeliner CRM Mobile apps.
  • From account and contact Quick-Views, you can directly write email messages to your accounts or contacts.

Note: Currently, it is not possible to add other record fields to Quick-Views. We have had discussions about deeper customization within the product team, and with our customers. There are not plans to broaden this feature at this stage of development. If you want to support it, I recommend that you vote on the feature here.

How can you use Quick-Views within Opportunity Compact View?

Below I'll show you how easy it is to use Quick-Views within the opportunity compact view. I'll also show you that using Quick-Views on  other views for different records is the same.

  1. Run Pipeliner CRM
  2. Go to "Opportunities". Pipeliner CRM Open Opportunities
  3. Switch to "Compact" view. Pipeliner CRM Access Opportunities Compact View
  4. Select one opportunity from the list. Pipeliner CRM Select Opportunity in Compact View
  5. If you mouse over the linked contacts, Pipeliner CRM will open its related Quick-View. Pipeliner CRM Quick-View on Contact
  6. And without switching to that record, you can directly contact the selected contact within the opportunity Quick-View.

TIP: Mouse-over a linked record anywhere in the application, and Pipeliner CRM will show you its related data.

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