Interface

Brief information on hover by NOVA

View a short summary of a lead, contact, company, and linked records on hover

Features

Lead information preview
Contact information
Company information
Linked entities
Configurable fields

Installation and setup guide

Detailed guide for working with widget "Brief information on hover by NOVA"

CONTENTS

  1. Settings
  2. Show the latest note
  3. Usage

Settings

For settings you need to go to the widget settings section and enable the widget

Go to widget settings and enable

Select users for whom the widget will be available

Selecting users for the widget

Select the fields that will be displayed when you hover over an entity.

Selecting fields to display on hover

and Save

Saving widget settings

Show the latest note

The widget settings include the option Show the latest note. When it is enabled, the hover card on a lead shows the latest note. The card appears in the lead list and on the kanban.

Usage

To view brief information, simply hover your mouse over a lead, contact, or company in a list or pipeline.

Using the widget - targeting a lead

✨ The widget allows you to quickly view key information about leads, contacts and companies without having to open the entity card.