Info Cards are a visual representation of the information and connections associate with a Prospect, Organization, or Deal. Users can individually reorder and customize their Cards without affecting other users.
Using Info Cards
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
The details card will show information about the selected Prospect, Organization, or Deal.
Edit data by clicking on its field in the Card. Adjust what fields are shown by clicking on the Gear in the top-right.
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.
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.
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.
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.
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.
The Attachments Card will show any attachments associated with the Prospect, Organization, or Deal. Open the attachment by clicking on it.
The Contracts Card will show all Contracts associated with the Prospect, Organization, or Deal. Edit the contract by clicking on it.