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Info Cards appear to the left of any Prospect, Organization, or Deal's profile.
There are several different types of Info Cards on each profile.The different types of Info Cards include
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The version in the Organization Profile will show a list of Prospects associated with that Organization.
The version in the Deal Profile will show the main Prospect assigned to the Deal. Like the Details Card, click the Gear icon to change the displayed fields.
Organization
The Organization Card will show the Organization associated with a Prospect or Deal. Navigate to the Organization Profile by clicking on the Organization's profile picture.
Like the Details Card, click the Gear icon to change the displayed fields.
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