The Contact Details page is a full record of everything related to a single contact. From here you can view and edit personal information, schedule appointments, manage tasks, send messages, track invoices, and see associated opportunities.
Overview
When you open a contact record, you’ll see:
- Information panel — name, email, phone, tags, custom fields, and source attribution
- Activity timeline — a chronological feed of all interactions with the contact
- Appointments — scheduled and past appointments linked to this contact
- Tasks — open and completed tasks assigned to this contact
- Messages panel — conversation history across all channels (SMS, email, calls, etc.)
- Opportunities — linked deals and pipeline stages
- Subscriptions and invoices — billing records and payment history
- Files and documents — uploaded files and documents associated with the contact
The information panel displays core contact data:
- Name, email, phone numbers (you can add multiple phone numbers and email addresses)
- Tags for segmentation
- DND (Do Not Disturb) status per channel
- Custom field values
- Source, attribution, and UTM parameters
Tags help you segment and organize contacts. To add a tag, open the contact record and click the Tags field. Type a new tag name or select an existing one.
Use consistent tag naming conventions across your team to keep your contact database organized and your smart lists reliable.
Adding multiple phone numbers
From the contact record, click ”+ Add Phone Number” to add additional numbers. Set one as the primary number used for outbound communications.
Adding multiple email addresses
Click ”+ Add Email” to attach additional email addresses to a contact record.
Scheduling an appointment
Open the contact record
Navigate to the contact in the Contacts section and click on their name.
Click the calendar icon
In the contact details, click the Calendar icon.
Click '+ Add'
Click the ”+ Add” button to start scheduling.
Select appointment type
Choose between a Meeting (standard calendar booking) or a Service appointment.
Fill in the details
Complete the appointment form — select the calendar, date, time, and any additional notes. Click Save to book the appointment.
Cancelling an appointment
To cancel an appointment from a contact record, open the contact, find the appointment in the Appointments section, click the three dots next to it, and select Cancel.
Followers receive notifications about activity on a contact record. To add a follower, open the contact and click “Add Followers”. Select team members from the list.
Files and document management
You can attach files to a contact record for easy reference. Click “Attach Files” from the contact details page and upload any file type. Shared files from forms and surveys submitted by the contact are also accessible here.
Applying a manual charge
To charge a contact manually:
Open the contact record
Navigate to the contact and open their details.
Go to the Payments section
Click the Payments tab within the contact record.
Apply a charge
Click “Apply Manual Charge”, enter the amount and payment details, then confirm.
Attribution and UTM tracking
The contact record shows where a contact originated — including UTM parameters from ad campaigns, organic sources, or referral paths. Click “Understanding Attribution” within the contact to see the full attribution breakdown.
Managing associations
Contacts can be linked to companies, other contacts, or custom objects. Use the Associations section of the contact record to add, view, or remove these relationships.
If you have deleted a contact, you can restore it from the Restore section within Contacts. Deleted contacts are retained for a limited period before permanent deletion. .png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
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