Navigate the person detail page and engagement tracking
The person detail page is the central hub for everything related to a contact. It brings together contact information, email engagement metrics, activity history, company associations, and change logs into a single view. Most fields can be edited inline without opening a separate form.
The header displays key identifiers and quick-action buttons.
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.
The header includes the following action buttons:
The main content area containing contact details, engagement data, and history.
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.
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.
Below the standard contact fields, a Custom Fields section displays any organization-specific fields configured by your admin. These fields are also inline editable and support the same data types as the creation form (text, number, date, dropdown, checkbox, and more).
The email engagement section provides a comprehensive view of how this contact interacts with your emails. This data is automatically collected when you send emails through the CRM or connected email campaigns.
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.
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.
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.
A timeline of the contact's most recent email interactions, including opens, clicks, replies, and bounces, shown in reverse chronological order.
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.
The activity history is a chronological timeline of every interaction logged against this contact. This includes calls, meetings, emails, tasks, notes, and any other activity types configured in your CRM. Each entry shows the activity type, subject, date, and the user who logged it. Click an activity to expand its full details.
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.
When you have a Google or Outlook calendar connected, the activity form includes a Sync to Calendartoggle. 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.
The change history section logs every modification made to the contact record. Each entry shows the field that was changed, the old value, the new value, the user who made the change, and the timestamp. This audit trail helps your team track when and by whom contact information was updated.
The sidebar shows the contact's company association and related information.
The right column displays a company card showing the linked company's name, type, and status. Each of these values is a clickable link that navigates to the company detail page. This sidebar gives you instant context about the organization this contact belongs to without leaving the person's profile.
Tags are displayed in the page header and can be added or removed directly from the detail page. Tags are shared across your organization and help you categorize contacts by role, interest, lead source, or any other dimension relevant to your business. You can filter the people list by tag or use tags to build dynamic contact groups.