Every card on the contact profile has a job, a set of columns it can sit in, and a setting that either exists or does not. This reference lists all of them in one place.
Use this when you plan a layout and need to know where a card can go, or when you wonder whether a card has settings you can change.
Card | What it shows | Columns | Settings |
Recent Activities | A chronological feed of notes, emails, calls, and system logs, with filters | Middle | Yes |
Experience | Work history with roles, companies, and tenure | Left, Middle | No |
Contact Info (required) | Emails, phone numbers, and social profiles, with one-click actions | Left, Middle, Right | Yes |
Education | Degrees, institutions, and graduation dates | Left, Middle | No |
File Card | Files on the profile, such as resumes and documents | Left, Middle, Right | No |
Pinned Activity | Activities you pin so they stay in view | Middle | No |
Properties | Custom fields and system fields such as Last Activity, Last Engaged, Last Contacted, and Added On | Left, Middle, Right | Yes |
Profile Summary | A summary based on experience and education | Left, Middle, Right | No |
Conversations | Calls, meetings, emails, social messages, SMS, and custom activities in time order | Middle | Yes |
Tasks | Open, overdue, and completed tasks | Middle, Right | No |
Jobs (required) | Every job tied to the contact, with submitted and hired counts | Left, Middle, Right | No |
Campaigns / Sequences | Outbound campaigns and sequences the contact is in, with status | Left, Right | No |
Notes | All notes, with reply, pin, delete, and private options | Middle | No |
Calendar Events | Past and upcoming meetings with the contact | Left, Middle, Right | No |
Data Highlights | Four attributes you choose, shown at a glance | Left, Middle, Right | Yes |
Upcoming Activities | Scheduled meetings, tasks, and emails | Left, Middle, Right | Yes |
Deals (required) | Every deal tied to the contact, with stage, amount, and close date | Left, Middle, Right | Yes (deal properties) |
Company details (required) | Every company the contact works at, with job title and Reports to | Left, Right | No |
Things to know
Four cards are required in at least one column before you can publish a layout: Contact Info, Jobs, Deals, and Company details.
The top-left card sits outside this list. It is fixed for every user.
The middle column also carries two tabs, Overview and Activities. Overview shows the cards placed in the middle column.