Use Cases

Sales Product Linking Modal

Link products to sales records with searchable options, clear context, and multiple selection layouts.

Integrations

Overview

This prototype shows how an internal sales team can attach a product to an existing sales record. It presents several practical interaction patterns, including a classic form, split-pane selection, and a tabbed search experience.

Retool Features Used

  • Modal workflows
  • Search and select inputs
  • Contextual record details
  • API-ready actions

Recognition

We're officially approved by Retool and proud to be an agency partner!

Retool Agency Partner

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