Contact Detail Page
The contact detail page gives you a comprehensive view of an individual contact and all their related information. It is the central hub for managing your relationship with that person.
Contact Detail Layout
At the top of the page, you will see:
- Avatar — the contact's profile photo (or initials placeholder)
- Full Name — first and last name displayed prominently
- Job Title and Company — professional context
- Status badge — current contact status
- Email and Phone — quick-access contact information with click-to-copy
- Action buttons — Edit, Delete, and other actions
Tabs
The contact detail page organizes related information into tabs:
Activity
A chronological timeline of all interactions with this contact — calls, emails, meetings, stage changes, and system events. See Activity Timeline for details.
Emails
All email threads involving this contact. You can view, reply to, and compose new emails directly from this tab. See Email Inbox.
Notes
Free-text notes added by team members about this contact. Add notes to record conversation summaries, observations, or action items. See Notes & Documents.
Accounts
Shows all accounts (organizations) linked to this contact. Each link includes a role indicating the contact's relationship to the account:
| Role | Description |
|---|---|
| Employee | Works at the organization |
| Decision Maker | Has authority to approve deals |
| Influencer | Influences buying decisions |
| Executive Sponsor | Senior leader backing the relationship |
| Technical Contact | Technical point of contact |
| Billing Contact | Handles invoicing and payments |
| Custom | Any other role defined by your org |
A contact can be linked to multiple accounts with different roles.
Linking contacts to accounts with accurate roles helps your team understand organizational relationships at a glance. This is especially valuable for B2B sales where multiple stakeholders are involved in decisions.
Tasks
Tasks assigned to or related to this contact. You can create new tasks directly from this tab. See Tasks Overview.
Documents
Files uploaded and attached to this contact — contracts, proposals, identification documents, etc. See Notes & Documents.
History
A detailed audit log showing every change made to the contact record — what changed, the old value, the new value, who made the change, and when. This provides full traceability.
Uploading Avatar
To add or change the contact's avatar:
- Click the avatar circle (or camera icon overlay) at the top of the detail page.
- Select an image file from your computer.
- The avatar updates immediately.
Profile Completion Indicator
A profile completion indicator may display as a percentage or progress bar, showing how many fields have been filled in for this contact. A more complete profile helps your team make better decisions.
The fields that count toward completion are configured by your administrator and may include both standard and custom fields.
Custom Field Groups
Below the main detail section, you will see collapsible field groups containing custom fields configured by your administrator. Each group has a header you can click to expand or collapse.
Groups might include:
- Marketing Preferences
- Financial Information
- Internal Notes
- Custom Attributes
Linking Contacts to Accounts
To link a contact to an account:
- Go to the Accounts tab on the contact detail page.
- Click Link Account (or the "+" button).
- Search for and select the account.
- Choose the contact's role at that account.
- Optionally mark it as the primary account.
- Click Save.
A contact can have one primary account and multiple secondary accounts.
Admin-Controlled Layout
The layout of the contact detail page — which fields appear, their order, and which groups they belong to — is managed by your administrator through the Page Designer. If you need fields rearranged or new sections added, contact your admin.