Contact Details¶
The contact detail view gives you a complete picture of a person's record, including all their interactions, deals, emails, and more.
Overview Tab¶
The overview tab displays:
About section:
- Lifecycle stage and lead status
- Source (how the contact entered the CRM)
- Owner
- Created date and last contacted date
- Custom properties (LinkedIn URL, lead score, industry, etc.)
Associations section:
- Company link
- Open deals with total value
- Open tickets
- List memberships
Tags section:
- All tags assigned to the contact as pills
- Add new tags with the "+" button
Timeline Tab¶
A chronological feed of every interaction with this contact. Events include:
| Event Type | Description |
|---|---|
| Sent or received emails with open/click tracking | |
| Call | Logged calls with duration and outcome |
| Meeting | Logged meetings |
| Note | Notes added by team members |
| Deal stage change | Stage changes for associated deals |
| Task completed | Completed tasks linked to this contact |
Each event shows an icon, title, team member name, and relative timestamp. Click any event to expand its details.
Deals Tab¶
A table of all deals associated with this contact, showing deal name, stage, amount, close date, and pipeline.
Emails Tab¶
A threaded view of all emails sent to and received from this contact. Synced from connected Gmail or Outlook accounts. Shows full email content with open and click tracking data.
Tasks Tab¶
All open and completed tasks linked to this contact. Open tasks are shown first, sorted by due date.
Notes Tab¶
All notes associated with this contact. Pinned notes appear at the top.
Pro Tip
Ask the AI for specific aspects of a contact: "What deals does Sarah Chen have?" or "Show me Sarah's email history." You don't need to navigate through tabs manually.