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

Add Information/Coaching Pop Ups

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! 

  • Gears Profile Picture
    Gears 30 on at
    RE: Add Information/Coaching Pop Ups

    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.

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Add Information/Coaching Pop Ups

    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.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Add Information/Coaching Pop Ups

    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/.../

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