Breyta

Deila með

View record details

  • Grein

You can view details about your saved contact and its related records such as account and opportunities. The record types that you can view are determined by your administrator.

If you have a license for People.ai and and your administrator turned on the People.ai integration, then insights from People.ai are displayed for contacts, opportunities, and accounts.

  1. In Outlook, open the Copilot for Sales pane.

  2. In the (record type) card, select the record to see the details. For example, if you want to see details of an opportunity, select the opportunity in the Opportunities card.

Open a record in your CRM

The information that's available in Copilot for Sales is a subset of the information that's stored in your organization's customer relationship management (CRM) system. To view the complete details of a record, open it in your CRM.

If you're using Salesforce as your CRM, this feature works only if you're using the Lightning Experience.

  1. View the record details.

  2. In record details, select More actions (...), and then select Open in (CRM). The record details open in a new tab.

    Screenshot showing the open in CRM icon.

Alternatively, you can also open a record in CRM from the Copilot for Sales pane. Hover over a record, select More actions (...), and then select Open in (CRM).

Screenshot showing how to open a record in CRM.

Enrich CRM record details with insights from your application