What is the Highlights Panel?

The Highlights Panel allows users to see key information at a glance.

To customize the information that is displayed, follow the steps below:

1. In Deal Pipeline (or any object), go to Setup and select Edit Object

2. Select Compact Layouts from the left panel and choose the Compact Layout you want to edit.

3. Click Edit

You are almost done!

4. Select the fields you wish to display by moving them into the 'Selected Fields' column, then Save!

Note- Salesforce has a limitation on how many fields can be displayed.

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about customizing the Highlights Panel.