Getting started
Your company and people pages are where all the details about your contacts live. Things like contact information, related leads, linked relationships, activity history, and any custom fields your team uses all live here.
Each page is made up of widgets, which are sections of information you can show, hide, and rearrange to match the way your team works. You can set these up separately for companies and for people, and whatever you choose will apply to everyone in your organization.
You'll need admin permissions to customize the layout.
Open the layout settings
Go to any company or person record
Click the three dots button in the top right of the page
Select Customize layout
This takes you to the customization page where you can configure both the workspace and the right sidebar.
Configure your workspace
The workspace is the main area on the left/middle side of the page. Some widgets are always on, some can be toggled on or off, and the Timeline is fixed and always stays at the bottom.
People (on a company page) or Companies (on a person page) is always on and shows all the linked contacts for that record.
Tasks can be toggled on or off. It shows open and completed tasks for this record.
Activities can be toggled on or off. It shows scheduled and logged activities.
Emails can be toggled on or off. It shows active and completed email sequences.
Timeline is fixed at the bottom of the workspace and cannot be hidden or moved. It shows a full history of every interaction on the person/company.
You can also add your own custom field widgets to the workspace using the Add custom field widget button at the bottom of the workspace column.
Configure your sidebar
The sidebar is the column on the right side of the page. Some widgets are always on and some can be toggled on or off.
Summary is always on and always stays at the top. It shows company type, industry, territory, and other details.
Contact info is always on. It shows email addresses, phone numbers, URLs, and addresses linked to the record.
You can also add your own custom field widgets to the sidebar using the Add custom field widget button at the bottom of the sidebar column.
Add a custom field widget
You can create dedicated widgets to group custom fields together so they are easy to find on your person or company pages. You can add these to either the workspace or the sidebar and create as many as you need.
Click Add custom field widget at the bottom of the workspace or sidebar column
Give the widget a name
Select the custom fields you want to include
Click Done > Save changes
You can edit a custom field widget at any time using the gear icon, or remove it using the trash icon.
Reorder your widgets
To change the order of your widgets, click and drag the widget into the position you want. You can do this for both the workspace and the sidebar.
Save your changes
When you are happy with your setup, click Save changes in the top right corner of the customization page. Your layout will go live for everyone in your organization straight away.
If you ever want to make adjustments, just head back to the three dots menu on any company or person record and select Customize layout again.