Leads, People, Companies and Deals profiles may be customized according to the most important information you are using day to day and its order. As well as, choose if you wish to see a colorful view.
1. How to edit blocks and its' order?
Open customer profile and scroll the page down until you see "Edit" button on the right-hand side and click it.
By default- all available blocks are enabled.
Mark the blocks you want to see in the customer profile. You may arrange the order by moving blocks up and down.
2. How to change colors?
Click button "Colorful view" and hit "Save". Colors are corresponding to the colors of the client sections in Teamgate. Our partners' colors are chosen according to their brand book.
