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How do I open a contact record?

Every contact has a detail page with everything you know about them.

From the contacts list, click any contact's name. The contact's detail page opens, showing the full record.

What's on the contact detail page

  • The contact's basics — name, email, phone if you collected one

  • The custom fields you've set up, with whatever values the contact provided

  • Upcoming booked calls, with the date, time, and meeting details

  • Notes you've added about the contact

  • Activity — a timeline of what they've done in your funnels, when they were captured, when they booked, and any other events tied to them

Editing the contact's details

You can edit any field on the contact directly from this page. Click into the value, type the new content, and click out to save. Changes are immediate.

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