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Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
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SharePoint Security Sync
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Translate4Dynamics
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Business Process Checklist

Features

Plan Items

View Record Details

PreviousAuto-Attach the Plan to Record NextView Plan Details

Last updated 2 years ago

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Users can view the record details that he needs to follow during the course of the day without moving to the original app (Example Sales Hub).

To view, Record Details follow the steps below:

Go to Plan Step Item.

Click on Regarding.

Record Details will now get displayed.

For any queries, reach out to us at crm@inogic.com