View complete information about a contact including their conversations, deals, and activity history.
How to get there: Go to Contacts in the top menu → click on any contact.
- Go to Contacts
- Click on any contact in the list
- The contact detail page opens
At the top you'll see:
- Avatar - Contact's profile image (or initials)
- Name - Full name
- Status badge - Lead, Customer, Contact, or Inactive
- Email - Primary email address
- Phone - Phone number (if available)
- Company - Company name (if provided)
Quick metrics about this contact:
- Messages - Total inbox messages from this contact
- Deals - Number of deals linked to contact
- Total Value - Combined value of all their deals
Inbox Messages
See all conversations with this contact:
- Preview of recent messages
- Message status (New, In Progress, Closed)
- Date and time of each message
- Click View All to see full inbox filtered to this contact
Deals
View all deals associated with this contact:
- Deal name and status
- Deal value
- Follow-up dates
- Assigned team member
- Click New Deal on the contact page
- Fill in deal details (name, value, notes)
- Deal is automatically linked to this contact
Edit or View Deal
Click any deal to open the deal editor and update details.
Notes
Store additional information about the contact:
- Add notes about conversations
- Record preferences or requirements
- Track important details
Follow-up Reminders
See and manage scheduled follow-ups:
- Next Action - Shows upcoming reminder
- Overdue - Highlighted if past due date
- Set new reminders from the contact page
HubSpot Sync Status
If HubSpot integration is enabled:
- Synced badge - Contact exists in HubSpot
- Sync happens automatically when contacts are created/updated
- Click Edit on the contact page
- Update any field (name, email, phone, company, status, notes)
- Click Save
- Click Delete on the contact page
- Confirm the deletion
- Contact is permanently removed
Note: Deleting a contact does not delete associated inbox messages or deals.