Applicable plans
Sprout Blossom Garden EstateForest

Lookup fields allow users to create relationships between different modules and enable users to display related lists of a record. To learn more about creating and displaying lookup fields on your record landing page, refer to this article.

Article Navigation:

Using lookup fields  

To know more about how a lookup field can be used to derive context, let us consider an example.
If your admin has created a contact field lookup ‘Primary Decision Maker’ on a Deal, you can find it on your Deal landing page. This field is linked to the contact and brings all data from the Contact into your deal landing page.

Customizing the layout of the related module (Access to Admins & Users)
You can customize the layout of the related module (lead/contact/account/deal) to bring relevant information into columns.

- To Add/Remove columns from the record on display:

  1. Click the button.
  2. Click the checkbox to make a field visible. You can add a total of 5 fields including the mandatory name field to the related field.

  3. Click

Adding new records to the module
You can add new records to the module from within the landing page. For example, if your deal landing page has a related leads module, you can add new leads related to the deal from within the landing page. To add a new lead, click the button to create a new lead.