Preview Fields

When you hover over the name of a Sales Project, Prospect, or Account Growth Project, you see additional information in a preview dialog. This is a great way to get more insights right from the view you're in, without having to click through. This is true for the Active Pipeline view, List views, and in other areas like the Company Page, Dashboard Graph drill-downs, and even in Win/Loss Analysis Views.

It is possible to configure this preview dialog and customize it to show the information that is important to your organization. Add the standard and/or custom fields you want to show, and rearrange them in the order of your liking!

Step-by-Step guide

Administrators can, from the Process Editor, set up which data fields will be visible when you hover over Prospects, Sales Projects or Account Growth Projects in various areas throughout Membrain. 

  1. Go to System Setup - Process Editor
  2. Select the Prospecting, Sales, Account Growth Process or Ticket process you'd like to modify.
  3. Click on the Settings option at the top right of the screen, followed by the Preview Fields tab.
     
  4. Click on +Add Fields to select any Standrad and/or Custom Field relevant to the Process. This could include Stakeholders, Products, or any related Product fields.

  5. If any fields are not desired, click on the "x" next to them to remove them.
  6. Rearrange the list by clicking on the handle to the left and dragging and dropping, placing the field in the order you would like them to be viewed in the preview box.
  7. Once you're happy with your selections, click Save. And, remember to Publish your process to apply the settings.

Keep in mind that Preview Settings are Process specific, meaning that you can customize different preview settings from one process to another, giving you lots of control over how these previews look like.

What it looks like

Hovers are now customized to your liking, and visible in various the Active Pipeline view, List views, and in other areas like the Company Page, Dashboard Graph drill-downs, and even in Win/Loss Analysis Views.

Prospecting View

Active Pipeline View

Hover to see additional information.