How to access details of a given entity
How to access details of a given entity
Within Toplyne Dashboard
Toplyne supports multiple entities.
You can access details of any entity using the entity tab on LHS panel
![](https://files.readme.io/29b0989-Screenshot_2023-10-18_at_1.38.38_PM.png)
Select the desired entity types (Contacts/Teams/Workspaces/Companies). Once you do, you will land on a list of all records that are of selected entity type within Toplyne. You can sort this list, add more attributes, segment this list and much more...
![](https://files.readme.io/567e6ce-Screenshot_2023-10-18_at_1.41.25_PM.png)
Search for the desired entity ID and click on it's record row to check out details
![](https://files.readme.io/4b80e1d-Screenshot_2023-10-18_at_1.44.39_PM.png)
Using Toplyne's chrome extension
Go to Chrome Web Store and search for Toplyne
![](https://files.readme.io/32d5e3d-Screenshot_2023-10-18_at_1.59.47_PM.png)
Click on Toplyne's extension and "Add it to Chrome"
![](https://files.readme.io/f8965dd-Screenshot_2023-10-18_at_2.02.41_PM.png)
Navigate to the relevant CRM
Click on Extension icon on top right side of your browser and click on Toplyne. Then login using SSO or your Toplyne login credentials
![](https://files.readme.io/0f45f8f-Screenshot_2023-10-18_at_2.10.45_PM.png)
Navigate to relevant CRM page. Toplyne's chrome extension currently works on
- Salesforce CRM - On Leads, Contacts & Accounts detail pages
- Hubspot CRM - On Contacts & Companies detail pages
As soon as you land on relevant CRM page, you will see details of the entity shown on right hand side
![](https://files.readme.io/e3f323c-Screenshot_2023-10-18_at_2.14.51_PM.png)
Updated 9 months ago