The Contact Detail Page
The contact detail page is a 360° view of everything about a contact.
Left Column — Contact Info
- Status badge, name, email, phone, mobile, company, job title, LinkedIn, address
- Tags for categorization
- Custom fields (if configured)
- File attachments — upload documents, proposals, contracts
Right Column — Activity Hub
Four tabs of inline actions:
📝 Quick Note
Type a note and click "Add Note" to log it instantly on the timeline.
📞 Log Activity
Log calls, emails, meetings, or custom activities with a description.
🔔 Schedule Follow-up
Set a follow-up with title, date, time, type (call/email/meeting), and priority.
💰 Quick Deal
Create a deal directly from the contact page — pick a stage, enter a value, and set a close date.
Above the timeline, the Email card shows this contact's mail. Anything scheduled is listed first, soonest first, with the send time and inline Send now, Reschedule and Cancel buttons — you no longer have to hunt through the inbox to find queued mail. Below that is recent history with sent, received, bounced, failed and draft statuses. A bounce shows its reason in red against the message that caused it.
Activity Timeline
Below the action tabs, you'll see a chronological timeline of everything that's happened with this contact — notes, calls, emails, deals, stage changes, SMS messages.
Action Buttons
- Edit — Modify contact details
- 📧 Email — Compose an email to this contact
- 💬 SMS — Open the SMS conversation thread
- Delete — Remove the contact (if you have permission)