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Guides · The side panel

The side panel: Settings

Arrange the lead page, choose your text templates and keys, and set how the keys behave.

Open Settings from the panel’s bar.

  • Sections: which sections a lead shows in the panel, and their order. See The side panel: Sections.
  • Your SMS templates: their order, and which ones are in use. The panel picks among the ones in use. Manage templates opens the CRM’s page in a new tab.
  • Shortcuts: each key and what it does. Change shortcuts opens Chrome’s own page, where you set them.
  • Preferences: whether shortcuts also type at your cursor, whether a double-click copies, and whether a log by shortcut moves you to the next lead.

See Working without the mouse.

The side panel's Settings: the lead page's sections, your SMS templates in use, the shortcuts and their keys, and your preferences (sample data).
Real product · sample data

On this page

The same steps the page’s tour shows the first time you open it. Replay it any time from Help.

  1. Sections

    Choose which sections a lead shows in the panel, and their order.

  2. Your SMS templates

    Their order, and which ones are in use. The panel picks among the ones in use. Manage templates opens the CRM's page in a new tab.

  3. Shortcuts

    Each shortcut and its keys. Change shortcuts opens Chrome's own page, where you set them.

  4. Preferences

    Whether shortcuts also type at your cursor, whether a double-click copies, and whether a log by shortcut moves you to the next lead.

Something missing, or a way this page could work better for you? In the product, open Help and choose Suggest a feature. We read every suggestion.