More Room to Build Your CRM Workflows

If you use your CRM to manage follow-ups, messages, forms, or internal automations, having enough space to work makes setup much easier. These workflow builder controls give you more room to view details, adjust settings, and work comfortably on any screen size.

πŸ“Œ Why This Matters

When you are building workflows for things like lead follow-up, appointment reminders, or customer communication, small editing panels can slow you down and make setup harder than it needs to be. With more control over your workspace, you can see important settings more clearly, reduce mistakes, and make changes faster.

✨ What’s New

  • Resizable sidebar: You can drag the action or trigger panel wider or narrower, so the workspace fits your screen and the type of setup you are working on.
  • Full-screen editing: Open individual actions or triggers in a larger view when you need more space for longer settings like emails, forms, messages, or multi-step configurations.
  • Works across workflow tools: These workspace controls apply to actions, triggers, and other items in the workflow builder sidebar.

πŸ› οΈ How to Use It

  1. Step 1: Open any workflow and click into an action or trigger you want to edit.
  2. Step 2: Drag the edge of the sidebar left or right to make the panel fit your preferred workspace size.
  3. Step 3: Use the expand option when you want to focus on one action or trigger in a larger view.
  4. Step 4: Review detailed items like messages, forms, or field-heavy steps more comfortably before saving your changes.

πŸ’‘ Pro Tip

Use the larger editing view when setting up customer-facing messages so you can catch errors quickly and keep follow-ups clear, consistent, and more likely to convert.

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