Name & Badges

The contact's full name is displayed prominently at the top. Next to the name you will see the Primary badge (if this contact is the primary contact for their company), the Lifecycle Stage badge showing where this contact is in your sales process, and any Tags that have been applied to the record.

Action Buttons

The header includes the following action buttons:

• Watch — Subscribe to notifications for changes to this contact
• Enrich — Fetch additional data from third-party sources (see Contact Enrichment)
• Add to Group — Add this contact to a contact group for bulk operations
• Send Email — Open the email composer pre-filled with this contact's address
• Edit — Open the full edit form for this contact

Contact Actions

On a phone, a row of contact actions sits just under the page header: Call, Text, Email and Directions. Each one appears only when the contact has that detail. Call and Text need a valid phone number, Email needs a valid email address, and Directions needs a mailing address.

• Call and Text hand the contact's primary phone number to your phone's dialer and messaging app.
• Email opens the email composer addressed to the contact, and the email is linked to the contact and their company.
• Directions opens a map search for the mailing address in a new tab or in your maps app. The address is only sent when you tap it.

The People List on a Phone or Tablet

On a phone or tablet, the people list shows each contact as a card. Tap a card to open its preview. Touch and hold a card, or tap its three-dot button, to see its actions: Call, Text and Email, each shown only when the contact has a valid phone number or email address, followed by View full record. Screen readers announce each card and its selection checkbox by the contact's name.

Contact Info Card

The Contact Info card displays all core fields: name, salutation, job title, department, email, phone, secondary email, secondary phone, LinkedIn URL, mailing address, and notes. Every field supports inline editing — click any value to edit it directly without opening a modal. Changes are saved automatically when you click away or press Enter.

Inline Editing

Click on any field value to transform it into an editable input. Edit the value and click outside the field or press Enter to save. Press Escape to cancel and revert to the previous value. The CRM saves changes immediately with no additional confirmation required.

Engagement Score & Grade

A numerical score and letter grade (A through F) summarizing the contact's overall engagement level. Higher scores indicate contacts who consistently open and click your emails.

Open & Click Rates

Percentage metrics showing how often the contact opens your emails and clicks links within them. These rates are calculated across all emails sent to this contact.

Campaign History

A list of all email campaigns this contact has been included in, with delivery status and engagement results for each. Click a campaign name to navigate to the campaign detail page.

Recent Activity

A timeline of the contact's most recent email interactions, including opens, clicks, replies, and bounces, shown in reverse chronological order.

Email Exchange Summary

Even without campaign tracking, the section shows a summary of email exchange history with this contact: total emails sent and received, number of conversation threads, and the date of the most recent email. This data comes from your synced email account.

Emails with This Contact

Email exchanged with this contact appears on the same timeline, one entry per conversation: whether it was sent or received, the subject, who sent it, and when. Click the entry to open the conversation in your inbox. You see only the email you can read: your own and, if your role can see shared email, conversations a teammate has shared with you. A colleague's email appears only as part of a conversation shared with you. Nothing is copied into the activity history, and an email logged as an activity on this contact shows once: as that activity when the timeline lists it, otherwise as the email.

Creating Activities from the Person Detail Page

You can create new activities directly from the person detail page using the Add Activity button at the top of the timeline section. The activity form opens pre-linked to the current contact and their associated company, so you do not need to search for them manually. This is the fastest way to log a call, meeting, or note against a specific contact.

Calendar Sync

When you have a Google or Outlook calendar connected, the activity form includes a Sync to Calendar toggle. For future-dated Meetings and Calls, the toggle is auto-enabled so the event appears on your external calendar. Activities imported from your external calendar that match this contact's email address are automatically linked here. See Reminders & Calendar Sync for full details.