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There are several different types of Info Cards on each profile.The different types of Info Cards include
- Details
- ProspectsProspect
- OrganizationsOrganization
- Deals
- Attachments
- Contracts
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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 the Organization Profile, and the other in the the Deal Profile.
The version in the Organization Profile will show a list of Prospects associated with that Organization.
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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.
Deals
The Deals Card will show any Deals the Prospect or Organization is associated with. The green bar beneath the Deal name represents what stage in the Pipeline the Deal is at. Navigate to the Deal Profile by clicking on the Deal.
Attachments
The Attachments Card will show any attachments associated with the Prospect, Organization, or Deal. Open the attachment by clicking on it.
Contracts
The Contracts Card will show all Contracts associated with the Prospect, Organization, or Deal. Edit the contract by clicking on it.
