---
title: Understanding Profiles
description: "FI Works has seven types of profiles: To view the profile, search for a customer, prospect, lead, center of influence or account using the procedures in the Search chapter. Profiles are also shown whe"
---

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1. [Help Center](https://support.fiworks.com/?hsLang=en)
2. [User Guide](https://support.fiworks.com/user-guide?hsLang=en)
3. [Profiles](https://support.fiworks.com/user-guide?hsLang=en#profiles)

# Understanding Profiles

FI Works has seven types of profiles:

- **Customer Profile** – The Customer Profile shows information about an individual or business customer, including information from the CIF, core systems, calculated data, contact information, and demographics.
- **Household Profile** – The Household Profile contains information on a group of individual customers that share a common address. It includes information aggregated for all customers and accounts in the household.
- **Business Group** **Profile** – The Business Group Profile contains information on a group of business customers. It includes information aggregated for all customers and accounts in the business group.
- **Account Profile** – The Account Profile provides account-level information such as account features, balances, rates, and profitability.
- **Prospect Profile** – The Prospect Profile includes information about a prospect that was imported from a list or manually entered by a user.
- **Lead Profile** – The Lead Profile shows the same information as the Prospect Profile. The only difference is that you cannot add opportunities on a lead.
- **Center of Influence Profile** - The Center of Influence profile shows information about people or companies that influence the financial decisions of others.

*To view the profile, search for a customer, prospect, lead, center of influence or account using the procedures in the [Search](https://support.fiworks.com/hc/en-us/articles/360021627031?hsLang=en) chapter.*

Profiles are also shown when you access a Task, Opportunity or Case from the Activity Queue. Each profile has a toolbar and buttons within the profile to access contact management and sales functions. To learn about these features, see the [Sales & Contact Manager Tools](https://support.fiworks.com/hc/en-us/sections/360004154232-Sales-Contact-Management-Tools?hsLang=en) articles.

- [Getting Started](https://support.fiworks.com/getting-started?hsLang=en#main-content)

    - [FI Works Overview](https://support.fiworks.com/getting-started?hsLang=en#fi-works-overview)
    - [Accessing the Application](https://support.fiworks.com/getting-started?hsLang=en#accessing-the-application)
    - [Getting Around](https://support.fiworks.com/getting-started?hsLang=en#getting-around)
- [User Guide](https://support.fiworks.com/user-guide?hsLang=en#main-content)

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    - [Search](https://support.fiworks.com/user-guide?hsLang=en#search)
    - [Profiles](https://support.fiworks.com/user-guide?hsLang=en#profiles)
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    - [Leads and Prospects](https://support.fiworks.com/user-guide?hsLang=en#leads-and-prospects)
    - [Centers of Influence](https://support.fiworks.com/user-guide?hsLang=en#centers-of-influence)
    - [Sales Reporting and Analytics](https://support.fiworks.com/user-guide?hsLang=en#sales-reporting-and-analytics)
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    - [Settings](https://support.fiworks.com/user-guide?hsLang=en#settings)
    - [Profitability](https://support.fiworks.com/user-guide?hsLang=en#profitability)
    - [Demographics](https://support.fiworks.com/user-guide?hsLang=en#demographics)
- [Administration Guide](https://support.fiworks.com/administration-guide?hsLang=en#main-content)

    - [Application Settings](https://support.fiworks.com/administration-guide?hsLang=en#application-settings)
- [FAQs](https://support.fiworks.com/faqs?hsLang=en#main-content)

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    - [Release Notes](https://support.fiworks.com/announcements?hsLang=en#release-notes)

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