Pixelwand CRM
Pixelwand CRMAPIIntegrations
Other Features

Data

The Data tab gives you a clean, organized view of all record information — with tabs, sections, and columns you can customize.

The Data tab gives you a clean, organized view of all record information — organized into tabs, sections, and columns. It replaces the limited side panel and supports child tables.

Open a lead and update the Data layout:

  1. Open any Lead or Deal and switch to the Data tab.
  2. In the top right, click the pencil icon beside Save. The tooltip reads Edit fields layout. This is visible to workspace owners and admins on desktop.
  3. The Edit Data Fields Layout dialog opens. Add, remove, or reorder tabs, sections, columns, and fields. Use Add Field to choose from available fields for that record — the list shows Label — fieldname - fieldtype.
  4. Use Show preview to see the result, then click Save. The new layout is applied immediately to the Data tab for your workspace.

Comment

Add comments on any lead or deal to collaborate with your team — directly from the record's timeline.

Notification

Notifications centralize your updates — from mentions and assignments to leads, deals, tasks, calls, and messages — with in-app and email delivery.