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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add Information/Coaching Pop Ups

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Posted on by 30

Good day,

I've looked high and low to find how I can add this type of information bubble to forms within Sales Hub. Perhaps I am searching for the wrong terminology(?).

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Thanks! 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    As far as I know, there is no such OOB functionality but you can develop it using PCF or Html/JS webresources.

    Alternatively, you can use one of the solutions available on the market - www.visualsp.com/.../

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi Gears,

    The first thing I can say for sure is that this is not an out-of-the-box feature.

    It has only been found on LEAD forms so far, and I think it is a feature that is not available to the public.

    The alternative I can think of is to create a custom button that brings up a notification box when it is clicked.

  • Gears Profile Picture
    30 on at

    Thanks, agree, can't find it as an out-of-the-box function anywhere, even in documentation.

    We have it appearing on our Opportunities form. However, there is no sign of it on the Power Apps table definition, or even the legacy version.

    Somewhat head scratching that stuff can magically appear without the control of the tenant/system administrator.

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