General navigation

When you search for anything in Flow, a View card will appear full screen with the record. When you want to get back to the home screen, click the button with a house on in the upper left corner, and you will remove all of the cards.

If you want to get back to a card – click the cross in the upper right corner of the View card and it will show you the previous one.

If you want to go to a specific record – click the blue links in Flow (the name of a person, opportunity or account).

You can change the layout and what fields you see on most cards by clicking "Add/Reorder Fields" in the bottom right corner of a View card or Cue card.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk