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:
- Go to the contact, deal, or company details page:
- For contacts, go to Contacts and click a contact.
- For deals, go to Deals and click a deal.
- For companies, go to Contacts > Companies and click a company name.
- In the Information, Deal details, or Company details section, click the gear icon
.
- 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.
- To rearrange the order of the attributes, drag the attribute to the desired position. The display is automatically saved for the user.
- (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?
- Create and manage custom attributes for deals and companies
- Create and manage contact attributes
- What are the default company attributes?
- What are the default deal attributes?
🤔 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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