See contact details, add notes, schedule events and more.
From your contacts table, clicking a contact opens contact profile window. From this window you can view contact details and any relating notes or activity.
At the top, you will see a few actions available. You can:
- Add the contact a list so the person is easy to find later
- Schedule an event or task on your calendar relating to the person.
Details
From the Details tab, you can view and edit contact information. To add additional information, click “Edit” to see the available fields.
Current fields available:
- Name
- Job title
- Company
- Site selector
- Location
- Work Phone
- Mobile Phone
- Work Email
- Personal Email
- Social Media (linkedin, instagram, Facebook, twitter, YouTube)
Adding notes to a contact
Click into the “Notes & Activity” tab to add notes relating to the contact. From here you can also attach documents relating to the contact and see any other activity relating to the contact.