New Company Record View (Preview)

We're also introducing a new view for Company Records so you can see more information in one place.

Please note, this new view is in preview mode only. Access by navigating to a Company Record and clicking "Try New Record View" in the top-right of your screen.

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  • In the center of your screen: Easily view recent activities and notes involving the selected companies. Plus, sort by time frame and activity type.
  • On the left side: View important information like pin color, owner and location.
  • On the right side: View associated people, deals, related companies, groups, routes and files.

This new company record layout provides better insight for you to understand the context of a company at a glance.

Try it out today!