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How-to — task-oriented recipe. Applies to New Lists.
In New Lists, clicking a record opens its profile in a slide-out panel on the right of your sheet or board. You can review a whole pipeline record by record without leaving the list: scan the profile, update it, then click the next row or card. If you used the quick-view panel in Classic Lists, this replaces it.

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Open the profile slide-out

In a sheet view: click the name cell of a row (the first column, with the record’s name). The checkbox, the domain or email link under the name, and the row’s actions menu keep their usual behaviour. In a board view: click a card. Dragging a card moves it between columns as before and doesn’t open the panel. The slide-out works for people, companies, and opportunities.

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Move through your list

  • Click another row or card and the panel switches to that record. The tab you had open stays selected.
  • Close the panel with the X at the top right of the panel, or press Esc.
  • Open the full profile with the Open in a new tab icon next to the record’s name.
On a board, you can also use the keyboard: focus a card and press Enter or Space to open its profile, and Esc to close it.

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What you can see and do in the slide-out

The panel shows the record’s profile, with these tabs: From the panel you can:
  • Edit fields. Changes save as you make them. Changing a status prompts any status triggers on the list, just as it does in the list itself.
  • Edit the name, or delete the record, from the More actions menu.
  • Add and edit notes from the Notes tab when you open the panel from a sheet view. From a board view, notes are read-only in the panel; open the full profile to add one.
On a board, once a card’s panel is open you can also click a field on that card to edit it in place.

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When to open the full profile

The slide-out is a quick view. Open the full profile (Open in a new tab) when you need to:
  • see the record’s complete activity history: the slide-out’s timeline shows emails and meetings only
  • add a note to a specific meeting
  • add the record to another list, or log an interaction

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Records that don’t open in the slide-out

  • Restricted opportunities you don’t have access to stay masked and don’t open. See Restricted opportunities.
  • An opportunity that is still being created opens once it’s saved.