Edit the attributes displayed on a contact, deal, or company details page

You can choose which attributes you want to display on a contact, deal, or company details page to be able to quickly view important information.

Good to know

  • By default, the display of attributes is saved for the user. If there are at least two users for the account, the display of attributes can also be applied to all users.
  • Some attributes are displayed by default and cannot be removed:
    • For deals: Deal name, Deal owner, Pipeline, and Created at.
    • For companies: Company name and Owner.
  • By default, newly created custom attributes are not shown on the details page.

Edit the attributes displayed on a contact, deal, or company details page

To edit the attributes displayed on a contact, deal, or company details page:

  1. Go to the contact, deal, or company details page:
    1. For contacts, go to Contacts and click a contact.
    2. For deals, go to Deals and click a deal.
    3. For companies, go to Contacts > Companies and click a company name.
  2. In the Information, Deal details, or Company details section, click the gear icon settings_icon_EN.png.
    sales_edit-displayed-attributes-details_EN-US.png
  3. Drag and drop attributes in the corresponding columns so that they are:
    • Always visible: the attributes appear by default on the details page.
    • Visible in Show more attributes: click Show more attributes to display the attributes in this column.
    • Not shown on details pages: the attributes will not appear on the details page.
      contacts_edit-visible-attributes_EN-US.gif
  4. To rearrange the order of the attributes, drag the attribute to the desired position. The display is automatically saved for the user.
  5. (Optional) Click Apply to everyone to save the display to all the users of the account. Click Apply to everyone to confirm.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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