Add the Up next widget to forms
The Up next widget helps sellers view and perform activities on a record without losing context or needing to switch among multiple applications. The activities include phone calls, email, or Microsoft Teams meetings. The widget displays the current activity, upcoming activity, and completed activities. You can manually add the activities to a record, or you can use a sequence:
In a sequence, a sales manager creates activities and applies them to the record according to business requirements. The activities in the sequence are displayed in the Up next widget.
For manual activities, you or a sales manager can create an activity on the timeline. The activity is displayed in the Up next widget as a current, upcoming, or completed activity, depending on its due date. This activity is available to you and other sellers who have access to the record.
Add the Up next widget
By default, the Up next widget is available only in the out-of-the-box Sales Insights, Lead, and Opportunity forms. If you're using customized forms, you can display the Up next widget on your custom forms by following these steps:
You can add the Up next widget to forms as needed from the Sales Hub app. Go to the Sales Insights setting area, and from Sales accelerator, select Set up.
In the Choose content and layout section, select the custom form for which you want to add the Up next widget.
Select the Open in new tab icon to open the form designer.
In the form designer, select Component, and then from Layout, add a column to the form as a placeholder to add the widget.
From the site map, select Related data > Sequence (up next).
In the Edit sequence (up next) pop-up window, select Done. The Up next widget is added to the form, as shown in the following image.
