Work in a record card

Every lead, deal, contact and company opens as a card: its details on the left, and everything that happened with it on the right. This is where most of the daily work happens.

Open and close a card

Click a name in a list or a card on a board. The card opens over the page you were on. The buttons on its edge let you:

• Close it and go back to where you were.
• Copy link to this record, to send it to a colleague.
• Minimise it. It waits at the bottom right of the screen until you open it again, as long as the browser stays open.
• Print it.

Change the details

Edit any field on the left. As soon as something changes, a bar appears at the bottom: You have unsaved changes. Click Save to keep the change or Cancel to undo it. Nothing is saved until you do.

The Details box holds the main fields: the name, phone and email (Add phone, Add email for more than one), and the Responsible person. Below it are the field sections your workspace set up, and Observers: colleagues who follow the record and are told about changes.

Move it to another stage

Leads and deals show their stages as a strip across the top. Click a stage to move the record there. Some stages need certain fields filled in first. If so, a window asks for them: fill them in and click Fill in and move, or Not now to leave the record where it is.

Log a call, leave a comment, set a task

The box at the top right has four tabs:

• Activity: choose Call, Meeting or Note, say what happened, set Due and Assigned to if it is still to come, and click Log activity.
• Comment: a note for your team. Click Comment to post it.
• Message: send an email, WhatsApp or SMS to the customer, when that channel is connected to your workspace.
• Task: say what needs doing, set the Deadline, Assigned to and Priority, and click Create task.

Open tasks for the record are listed under Tasks. Tick one to complete it, or use Show finished to see the done ones.

Read the timeline

Under the composer, everything that happened with the record is listed: activities, comments, messages, chats, stage changes and edits. Things still to do are at the top under Open, the rest under History.

• Use the chips (All, Pinned, Tasks, Activities, Comments, Messages, Chats, Changes) to show one kind only.
• Search the history…, choose a time range, or pick who did it.
• On an activity, click Mark done when it is finished, Set a deadline to plan it, or Add a note to add what happened.
• Pin an item to keep it at the top.

Other tabs on a card

• A deal has Activity, Products, Estimates, Invoices and Payments.
• A contact has Activity, Deals, Estimates and Invoices.
• A company has the same, plus Contacts.

If your workspace has its own modules attached to a record, they appear as extra tabs across the top of the card, after General.

The buttons at the top

• History: every recorded change to the record, newest first.

• Dependencies: the records linked to this one.
• Document: make a PDF or Word file from one of your templates.
• Run a workflow: start one of your workflows on this record by hand. It appears only when your workspace has workflows that can be started this way.
• Customise form: owners and admins can add, rename, reorder and remove sections and fields on the card.
• Delete: moves the record to the Recycle bin. You can restore it from there until the bin is emptied.