Here is a 1-minute video on how to open an expanded view in your pipeline to access the information that is most important to you

  1. Open a Pipeline view

  2. Hover your cursor over the name of your opportunity and click on the double arrow icon or press the space bar on any selected record.

  3. This will open an expanded view for you to have access to more information and the tiles that you have created.

The pipeline view is very powerful to make quick inline edits to the list of your opportunities. Sometimes you may want more information or a "shortcut" to your workflow from the pipeline view. That is where Tiles come in. Learn more here about how Tiles can save you hours of admin work per week.

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