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Contact detail view

Much like the deal detail view, your contact detail view conveniently contains all the data relevant to your person or organization in one place.

Contact detail view​

At first glance, the contact detail view offers a lot of information, including the section on the right where you can:

  • Write notes
  • Create new activities

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General data​

Your sidebar has several sections that offer a general overview of your contact’s data.

  • Summary – always has the same pieces of information: label(s) -coming soon-, email address, phone number and linked organization/person
  • Details – you can choose any available fields, both default and custom, to display here
  • Overview – shows the activities created for the contact, as well as which users have interacted with it

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Linked items​

You can also find any linked deals, contacts and organizations in your sidebar.

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Changelog​

Under the History of your item, you can select the Changelog.

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This gives you a detailed list of updates made to your contact, including when these changes were made and by which user.

Hover cards​

In the detail view, you can hover your cursor over certain items and see a card with that item’s data.

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History​

This section includes any updates made to a contact and is divided into sections for easy filtering.

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