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Customizing A Company Profile

Christian Martin avatar
Written by Christian Martin
Updated over 6 months ago

Customizing a Companies profile allows the user to customize the way the contacts information is displayed as well as being able to pin notes in order to easier access important information.

  • To begin select "Contacts" > "Companies" > then select a company.

  • Once a company has been selected this will open the contacts profile. From here, you should see several tabs: Overview, Activities, Details, Contacts, Opportunities, Files, and Solutions Roadmap

Overview:


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