Quick answers to the questions search firms ask most about the contact profile, grouped by topic.
Layout
Can I change the top-left card?
No. The top-left card is fixed for every user, including admins. You can choose which action icons it shows and in what order.
Can I put any card in any column?
No. Each card has eligible columns. See Contact profile card reference for the full list.
Why must Contact Info, Jobs, Deals, and Company details be in the layout?
These four cards hold the core relationship data for a contact. The system keeps each one in at least one column so that data stays in view.
Will my personal layout change what my teammates see?
No. A Personal view applies to you alone. Only the Standard view applies to everyone.
Companies
Can a contact work at more than one company?
Yes. Add as many companies as you need. One is primary and the rest are secondary.
What does the primary company control?
It sets the title and company in the top-left card, scopes the Add deal list, and is the default in company filters.
Does a board seat change a contact's primary company?
No. A board seat adds a secondary company with the title Board Member and leaves the primary company untouched.
Deals and jobs
Does Remove association delete the deal?
No. It unlinks the deal from this contact. The deal stays on the Deals page.
Why are draft jobs missing from All jobs?
Draft jobs appear under the Draft jobs option only.