CRM

DCrinnion1
Contributor

Prospecting Workspace Contact Card

SOLVE

Hi All,

 

Does anybody know how to change the fields in the About this Contact section or the Overview section when you click on a Lead in the Prospecting Workspace? I have created a new contact card with the properties I want but I can't seem to find anywhere in the lead object that allows me to Customise the Lead/Contact card pop up

 

Screenshot 2024-10-25 at 16.39.19.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Prospecting Workspace Contact Card

SOLVE

Hi @DCrinnion1,

 

This should be referencing the standard "About this contact" sidebar section from the contact object. Once you update this in the contact object, it should also reflect here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Prospecting Workspace Contact Card

SOLVE

Hi @DCrinnion1,

 

This should be referencing the standard "About this contact" sidebar section from the contact object. Once you update this in the contact object, it should also reflect here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Keegan4123
Member

Prospecting Workspace Contact Card

SOLVE

This would work if we could edit the system default card..

In our case, we have abandoned the legacy property "Lead Status" but are stuck showing it on this card. 

as well as added custom properties to fill on initial calls. 

Screenshot by Snip My on Oct 29, 2024 at 9.42.29 PM.png

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DCrinnion1
Contributor

Prospecting Workspace Contact Card

SOLVE

Hey Karsten!

Apologies showing my lack of experience in the sandbox. In there it says I cant remove particular fields from the card however in Production I can, so thank you!

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