Skip to content
English
Home
  • There are no suggestions because the search field is empty.

How to configure Quick Views for individual Company and Deal records

Easily organize the information you need from your CRM with custom views.

Quick Views control what information appears inside an individual Deal or Company record in Revenue Insights—not in the Deal or Company dashboards.

This is designed for sellers, managers, and RevOps teams who want a clean, consistent snapshot of key CRM fields when reviewing a single deal or account.

Use Quick Views when you want to standardize what your team sees at the record level, not how lists or pipelines are displayed.

Note: If you’re looking to customize Deal or Company dashboards or lists, see How to customize deal views in the Revenue Intelligence dashboard.

Before you begin

  • You have access to Revenue Insights.

  • Your workspace is on a Business plan or above.

  • Your CRM is connected and actively syncing.

  • You have permission to view the CRM fields you want to add.

Step-by-step

Configure Quick Views for an individual Deal or Company record

  1. Open a Deal or Company record

    • Go to Revenue Insights.

    • Click into any Deal or Company.

    • This opens the individual record view, not a dashboard or list view.

  2. Go to the Properties tab

    • Inside the record, select Properties.

    • This is where Quick Views are configured and displayed.

  3. Add a group

    • Click + Add group.

    • Name the group based on the type of information (for example, Deal Summary, Account Context, or Forecast Signals).

  4. Select fields for the group

    • Choose fields from:

      • Avoma built-in fields, or

      • Custom fields synced from your CRM.

    • These fields will appear directly on the individual Deal or Company record.

  5. Organize your Quick View

    • Create multiple groups to separate different types of information.

    • Reorder fields within a group for easy scanning.

    • Add the same field to multiple groups if it’s relevant in more than one context.

  6. Save and apply

    • Changes are saved automatically.

    • The updated Quick View applies to all Deal records or all Company records (depending on what you edited).

Tips

  • Design Quick Views for in-record decision-making, such as deal reviews or account check-ins.

  • Keep groups short and focused—this is meant to be a quick scan, not a full CRM replacement.

  • Align with RevOps before making changes, since Quick Views are shared across the team.


Troubleshooting and FAQs

Does this affect Deal or Company dashboards?

No—Quick Views are record-specific.

  • Quick Views only affect what appears inside an individual Deal or Company record.

  • They do not change Deal views, pipeline dashboards, or Company lists.

  • Dashboard customization is handled separately.

 

Why can’t I find a CRM field to add?

This is usually a sync or permission issue.

  • Confirm the field exists in your CRM.

  • Verify the field is synced to Avoma.

  • Check your CRM field-level permissions.

If the field still doesn’t appear, contact your RevOps or system admin.

 

Can different teams have different Quick Views?

Not currently.

  • Quick Views are global for all Deals or all Companies.

  • Everyone sees the same layout to ensure consistency.

What’s next

After setup:

  • Validate the Quick View during live deal or account reviews.

  • Revisit the layout as your sales process or CRM fields evolve.

Recap

You’ve configured Quick Views for individual Deal or Company records, giving your team a consistent, at-a-glance view of the most important CRM information. This keeps record-level reviews focused—while dashboards handle broader pipeline and account analysis.