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.
Below is a comprehensive breakdown of each section found on the details page ⬇️
In the header section, you will find:
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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. |
In the Subscriptions section, you can view and manage the subscription status of your contacts. Using the dropdowns, you can manually subscribe or blocklist them from:
Learn how to manage the subscription status of your contacts. |
In the Associated contacts and Associated deals sections, you will find the companies the contact works in and the deals they are involved in. You can easily remove or add companies and deals to the contact by clicking the edit icon ✍️. |
In the Lists section, you will find the folders and lists the contact has been added to. You can easily remove them from a list by hovering over a list and clicking the cross icon ❌ or moving them from a list to another by clicking the edit icon ✍️. |
Below the header of the contact details page, you will find actionable buttons for quick actions:
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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 due date, eventual reminder, assigned user and notes of the task, and edit or delete the task. 💡 Good to know
The Upcoming activities section is only visible if there are tasks associated with the contact. |
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. |
In the Overview section of the contact details page, you will find:
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In the History section of the contact details page, you will find all activities linked to the contact: campaigns, deals, transactions, meetings, phone calls, etc. You can filter the activities by switching from one tab to another (All, Marketing, 1-to-1 Interactions, Contact updates). 💡 Good to know
The Revenue tab is only visible if you have enabled the eCommerce dashboard. |
⏭️ What's next?
🤔 Have a question?
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