How to customize the contact page (field order, panels and views per team)

Step by step

Create the view and assign users

1. In the left menu, click Contacts and open Smart Lists.
2. Click the three-dot menu, then Settings.
3. Open the Customize Contact detail view tab.
4. Click Add View, type a name (for example "Sales" or "Support") and pick the users who will use it.
5. Click Create. From the view's three-dot menu you can later Rename, Manage Users, Duplicate or Delete it.
6. Manage all users shows who is in each view and lets you reassign them.

Arrange the contact card

1. In the view editor, open the contact card (top of the page).
2. Choose what to show: primary phone, primary email, address, owner, followers, tags and up to two custom fields (read-only on the card).
3. Drag to reorder and hide what you don't need.
4. To prevent accidental deletions, disable the Delete button.

Arrange the left panel (fields)

1. Drag folders and fields into the order your team uses.
2. Rename folders if it makes them clearer.
3. Hide fields that don't matter for this view; to bring them back, use Add.

Arrange the center and right panels

1. Drag modules (tasks, notes, appointments, documents, payments, opportunities…) from the right panel or the actions tab into the center panel, or change their order.
2. Choose how the center panel displays them: as tabs or in a dropdown.
3. For a module you want always at hand (for example Opportunities), place it in the Dynamic Tab, which appears between "All fields" and "Actions" and opens expanded.
4. Pick the layout: three-panel (default) or two-panel (the right panel merges into the center).
5. Check the live preview and click Save.