Overview of the contact details page

The contact details page includes the essential details of a contact, such as their first and last name, email address, phone number, email statistics, transaction history, and recent activities. It is the first page that you will see after you have created a contact.

This page also provides actionable buttons for quick actions such as creating transactions, sending emails, and planning meetings.

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The contact details page is divided in 3 tabs:

  • Overview
  • History
  • Lists

Below is a comprehensive breakdown of each section found on the contact details page, by tab ⬇️

Overview History Lists

The Overview tab displays all the main information about your contact. Expand the following accordions to learn more about each section found on the Overview tab:

👤 Header

In the header section, you will find:

  • Contact name and date of import
    View the name of your contact and when they were added to your Brevo account. Learn more about adding contacts to Brevo.
  • Previous and next contact details pages
    Move from a contact details page to another.
📫 Channels

In the Channels section, you can view and manage the subscription status of your contacts. Using the dropdowns, you can manually subscribe or blocklist them from:

  • Email campaigns
  • SMS campaigns
  • WhatsApp campaigns
  • Transactional emails
  • Transactional SMS
  • Web push campaigns

Learn how to manage the subscription status of your contacts.

ℹ️ Information

In the Information section, you can view and manage your contact attributes. These attributes are the information that you are storing about the contact and that you can use to personalize your communications with them. Learn more about how to manage contact attributes.

You can also enrich your contact's information using Brevo's AI-powered assistant Aura. Click the three-dot icon > Enrich data. To learn more, check our dedicated article Discover Aura - Brevo’s AI-powered assistant.

💡 Good to know
The Enrich data feature can only enrich default attributes. Due to legal restrictions, Aura cannot update email addresses or phone numbers.
🤝 Associated companies and deals
The Companies and Deals sections show which companies the contact works at, their colleagues at those companies, and their associated deals. You can add or remove associated companies and deals to the contact by clicking the edit icon ✍️.
💼 Quick actions
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Below the header of the contact details page, you will find actionable buttons for quick actions:

  • Note
    Add notes about meetings or calls to keep a record of your interactions with the contact.
  • Email
    Send an email to your contact. 
    ❗️ Important
    Connect your mailbox to Conversations to compose an email from the contact details page.
  • Call
    Call a contact on their landline, SMS, or Whatsapp number.
  • Task
    Create a new task to keep a complete history of your communications with your contact.
  • More > Meeting
    Plan an in-person or remote meeting with a contact.
  • More > Deal
    Create a new deal to keep track of any opportunity to sell your services or your products to your contact.
  • More > File
    Add files, such as a quote or an invoice, to organize your documents related to the contact.
  • More > Add to automation
    Add a contact to an active automation. Learn more about manually adding contacts to an automation.
  • More > Delete permanently
    This button allows you to permanently remove the contact from your Brevo account. This action is irreversible and all data will be permanently lost (attributes, history, etc.). Learn more about deleting contacts in Brevo.
🎯 Upcoming activities
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In the Upcoming activities section of the contact details page, you can see what tasks are associated with your contact and quickly mark them as done. You can expand the section to see the associations, assigned user, eventual reminder and notes of the task, and edit or delete the task.

Once you mark a task as done, you can create a follow-up task. If your task is a call, you can also call your contact directly from this section.

💡 Good to know
The Upcoming activities section is only visible if there are tasks associated with the contact.
🤖 Active automations
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In the Active automations section of the contact details page, you can see what automations your contact is currently in and remove the contact from the automation. You can expand the section to see the automation ID, date of entry, and open the automation.

💡 Good to know
The Active automations section is only visible if your contact is currently in an automation.
👀 Statistics
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In the Statistics section of the contact details page, you will find statistics about :

  • Email campaigns
    View statistics related to the email campaigns sent to the contact. Learn more about how to send an email campaign.
  • Transactions
    View your number of transactions, your transactional attributes, and manually create new transactions related to the contact.
  • E-commerce
    View your number of orders and products, the revenue amount, and the date of the last order related to the contact. 
📝 Pinned notes
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In the Pinned notes section, you will find up to ten pinned notes about your contact. You can click the three-dot icon on the note to edit, unpin or delete it, and click Show all notes to see the complete history of your notes, pinned or not. To learn more, check our dedicated article Add a note to a contact, company, or deal's history.

💡 Good to know
The Pinned notes section is only visible if you have pinned at least one note to your contact.
🔎 Recent history
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In the Recent history section of the Overview tab, you will find the most recent activities linked to the contact: campaigns, deals, transactions, meetings, phone calls, etc. You can click Show full history to access all activities linked to the contact.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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