Open any contact and you land on a complete profile that pulls together their details, their company, their deals, and the history you share. To open one, go to Contacts and click a person's name.
The tabs across the top
The profile is organized into simple tabs so you can jump straight to what you need.
| Tab | What you'll find |
|---|---|
| Overview | Contact details, professional background, an executive summary, linked account, and open deals. |
| Activity | A running timeline of emails, meetings, calls, and notes with this person. |
| Notes | Your own notes and reminders kept alongside the contact. |
| Related | Accounts, opportunities, and people connected to this contact. |
What the Overview shows
- Contact Information: email, phone, location, and social links, each with a quick way to reach out.
- Professional Background: current title, organization, expertise, and what this person is trying to achieve.
- Executive Summary: a short, plain-English brief on who they are and where things stand.
- Account and Deals: the company they belong to and any opportunities they're part of.
- Communication style insights: guidance on the tone and approach that works best with this person.
Quick actions on every profile
The buttons at the top of the profile let you act without leaving the page.
- Click Enrich to pull in the latest profile data and social activity.
- Click Email to draft a check-in message tailored to the contact.
- Click Chat to rehearse a conversation before the real one.
- Click Links to see connected accounts, opportunities, notes, and tasks.
- Click History to review every change made to the contact.
Tip
Use the Refresh button after enriching to instantly see new details appear on the page.
Good to know
If a profile looks thin, that just means there's room to grow. Send a few emails or click Enrich, and the page fills in over time.
I've got a call in five minutes. What's the fastest way to get up to speed?
Open the contact and skim the Overview tab. The executive summary and professional background give you the gist in seconds, and the Activity tab shows your recent history together.
Where do I see the deals this person is part of?
The Account and Deals section on the Overview tab lists their company and any open opportunities, so you can see what's in play before you reach out.
Can I jot down notes from a call without leaving the page?
Yes. The Notes tab keeps your own notes and reminders right alongside the contact, ready whenever you open them next.
How do I see who else is connected to this person?
Open the Related tab to see linked accounts, opportunities, and other people, so you always know the wider picture around a contact.
Someone changed a contact's details. Can I see what happened?
Click History at the top of the profile to review every change made to the contact, so nothing is ever a mystery.