Panels allow you to customize how contact information is displayed inside a contact record. By creating panels, you can group related fields together and surface the most important information exactly where you want it.
Follow the steps below to create a new panel.
Step 1: Open a Contact Record
Navigate to Contacts and open any contact.
On the right-hand side of the screen, locate the vertical toolbar and click the Panels icon.
Step 2: Open the Custom Panels Tab
The Panels window will open.
Select the Custom Panels tab to view and manage your existing custom panels.
Step 3: Click the Add (+) Button
Click the + (plus) button to create a new custom panel.
Step 4: Name Your Panel
In the New Visible Field Group window, enter a name for your panel (for example, Panel Example).
Step 5: Review Available Fields
On the left side, you’ll see Available Fields.
These are the fields you can add to your new panel.
Step 6: Add Fields to the Panel
Click the + icon next to any field to move it into the Selected Fields section on the right.
Step 7: Arrange and Confirm Selected Fields
Your selected fields will appear on the right.
You can:
Reorder fields
Control visibility
Adjust field settings as needed
Once satisfied, click Save.
Step 8: View the Panel on the Contact Record
Your new panel will now appear at the top of the contact record, displaying the fields you selected.
You’re All Set
You’ve successfully created a custom panel in SalesNexus. Panels are a powerful way to tailor your contact layout and keep critical information front and center.
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