[Right sidebar] Customize Contact Preview pane

Hello community,

I am a user on a Sales Starter plan.

I would like to customize the contact preview pane that appears within the right sidebar, when looking at a company (associated contacts).

By default this pane is as follows (see below)

  • First Name Last Name
  • Job at Company
  • Email
  • Phone

I am just looking at replacing Phone by “Mobile Phone”, to avoid clinking on the contact itself to gain acces to the Mobile Phone.

Is this at all possible, according to your views ?

Thanks,

Hi @petrich

You should be able to do this on Sales Hub Starter by following the instructions described here: Select properties to show on record association cards

The result should be like this:

Hope this helps?

Wonderful. That sure helps.

I found this tab earlier today but was not able to see the section “Customize contact association cards” because it was at the bottom part of the page.

Thanks a lot for the tip