Use the contact detail page
The contact detail page (/contact/:contactId) is where reps spend most of their day. Everything about one person or company—identity, pipeline position, communications, deals, and tasks—lives on this screen.
Video
Who can do this
Users with Contacts view permission. Editing profile fields, sending messages, and creating deals require additional edit or module permissions.
Before you begin
- Contact exists in Contact Management (
/contact-management) - Integrations connected if sending Email, SMS, or WhatsApp
- Contact settings define Stage, Status, and Source options for your workspace
What you'll accomplish
- Updated contact profile and pipeline fields
- Logged activity (notes, calls, messages)
- Linked deals and follow-up tasks from one screen
Open a contact
- Contacts →
/contact-management. - Search or filter; click a row.
- URL becomes
/contact/:contactId.
Header and pipeline fields
Top of the page—key selling fields:
| Field | UI behavior |
|---|---|
| Lead Score | 0–100; bands: Priority, Hot, Warm, Mild, Cold |
| Name | Click to edit; empty shows Unnamed Contact |
| Contact Owner | Unassigned or member name |
| Stage / Status / Source | Dropdown; empty = Select |
| Assigned To | Empty = Assign contact; pond leads may show Claim |
| Collaborators | Empty = Add collaborators |
Preferred contact method, time, and day appear in icon popovers when configured.
Verify: Changes save and persist after refresh.
Left column — profile cards
Cards are draggable; default order:
Contact Information
- Phones: types Mobile, Work, Home, Fax, Other
- Emails: Work, Personal, Other
- Job title, Address, Tags
- Actions: Edit contact information, Add phone, Add email, Add job title, Add address
Edit contact information modal fields:
- Phone/email rows: Mark as bad/good, Set as primary, Add phone
- Address: Address line 1, Address line 2 (optional), City, State / region, Postal code, Country
- Buttons: Cancel, Save changes
Relationships
Link related contacts with types: Husband, Wife, Spouse, Colleague, Manager, Client, Vendor, etc.
Organization
Company, Industry, Company Size, Website, Annual Revenue, LinkedIn URL, Timezone, Department, Mobile, Fax
Empty org: Add Organization Details
Custom Fields
Workspace-defined labels from Manage custom fields.
Background
Free text; placeholder Add background information...
Social Profile
Profiles: LinkedIn, X / Twitter, Facebook, Instagram
Web search: Google search, LinkedIn search
Middle column — quick actions and activity
Quick actions: Note, Email, WhatsApp, SMS, AI Call (if permitted), Log Call, Reminders
Activity feed filters: All, Email activity, SMS, WhatsApp, Calls, Tasks, Notes, Deals
Use filters when preparing for a call—review Calls and Notes only.
Right rail — vertical tabs
| Tab | Purpose |
|---|---|
| Lead Score | Score breakdown and drivers |
| Next Actions | Suggested follow-ups |
| Reminders | Contact-specific reminders |
| Appointments | Calendar bookings |
| Files | Attachments |
| Deals | Linked opportunities → Deals |
| Quick Stats | Engagement summary |
| Engagement | Channel activity |
| Enrolments | Smart Flow enrollments |
| Copilot | AI assist on this record |
Common workflows
Log a call note
- Log Call or Note quick action.
- Enter outcome; @mention teammate if needed.
- Save—activity appears under Calls or Notes filter.
Send WhatsApp or email
- WhatsApp or Email quick action.
- Compose (templates available per integration).
- Send—thread appears in activity and Inbox when applicable.
Create a deal
- Right rail Deals tab or activity action.
- Opens deal flow → see Deals overview for Create New Deal fields.
Assign or claim
- Assign contact — pick owner from team.
- Claim — appears for pond leads (Claim contacts).
Verify your work
| Action | Confirmation |
|---|---|
| Profile edit | Values persist after refresh |
| Message sent | Activity feed + Inbox thread |
| Note added | Visible under Notes filter |
| Deal linked | Deals tab shows opportunity |
| Assignment | Assigned To shows correct rep |
Tips
Fill Stage, Status, and Source consistently—Smart Lists and reports depend on them.
Use Collaborators for deal teams without changing Contact Owner.
Check Enrolments when a contact receives unexpected automated messages—shows active Smart Flows.
Troubleshooting
| Problem | Fix |
|---|---|
| Cannot send message | Integration, credits, or missing phone/email |
| Select only in Stage dropdown | Admin must add values in Contact settings |
| Claim missing | Not a pond lead or wrong role |
| Activity empty | New contact—normal until first touch |
| Custom field missing | Create in Settings; refresh page |