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.
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 ⬇️
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:
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In the header section, you will find:
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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:
Learn how to manage the subscription status of your contacts. |
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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 Companies and 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 ✍️. |
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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. |
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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. |
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In the Statistics section of the contact details page, you will find statistics about :
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In the Latest note taken section, you will find the most recent note about your contact. You can click the note to edit it, and click View all notes in History tab to see the complete history. To learn more, check our dedicated article Add a note to a contact, company, or deal's history. 💡 Good to know
The Latest note taken section is only visible if you have added at least one note to your contact. |
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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. |
In the History tab, you will find all the activities linked to the contact: campaigns, deals, transactions, meetings, phone calls, etc. You can filter the activities by clicking the corresponding chip (All, Notes, Marketing, Revenue, 1-to-1 Interactions, Contact updates).
In the Lists tab, you can view and manage which lists your contact belongs to.
Click Manage lists. From there you can:
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⏭️ 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.
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