Company View

Morgan Oliver
Morgan Oliver Member Posts: 3
edited July 2022 in Sales CRM #1

Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited July 2020 #2

    Inside the company page, scroll down to the People section and press the "VIEW ALL " button

    From here you can get a list view of all the contacts, as well as any columns you wish [you can customize them at the top using the gear]

     

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  • Mike Brenhaug
    Mike Brenhaug Member Posts: 1
    edited July 2020 #3

    If you are talking about viewing company / organizations it is not possible as this view shows at the company level.  If you go to "people" you can view title, email, phone, and other data you have that is specific to that person.  

    To customize what data is displayed click on gear icon in the upper right of view when in the "people" view.  

     

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