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Sort the types of fields using the drop-down menu in the top of the Details Form. Use the stars to toggle what information is shown on the Card. A gold star will appear while a gray star will not.

If you want to add a custom filter, you can do so from the Admin Settings. Navigate to Admin Settings > App Setup > Manage Fields. You can add fields for Prospects, Organizations, and Deals.

Learn more about managing fields here.


The Prospect Card shows Prospects connected to an Organization or Deal. Navigate to the Prospect Profile by clicking on the profile picture. There are two versions of the Prospect Card: one on the Organization Profile, and the other in the Deal Profile.