Inside a Contact Record

A contact record provides a complete view of an individual and their interactions with your business. From a single record page, you can access contact details, review activity history, manage communications, collaborate with your team, and take action without switching between multiple tools.

AI Insights

Understanding the status of a relationship often requires reviewing emails, meetings, and activities across multiple touchpoints. AI Insights brings important information together in one place, helping you quickly assess engagement, identify opportunities, and determine the next best action.

Depending on the available data, AI Insights may include:

• AI Scoring
• AI Summary
• Key Insights
• Next Actions

These insights help teams prioritize outreach and stay informed about changes in customer engagement.

Activity

The Activity tab provides a chronological timeline of interactions associated with the contact. Reviewing activity history helps your team understand previous conversations, track engagement, and maintain context before reaching out.

The activity timeline may include:

• Emails
• Calls
• Meetings
• Notes
• Record updates
• Ownership changes
• Lifecycle stage updates

Tasks

The Tasks tab allows you to view and manage tasks associated with the contact. Use this section to keep track of follow-ups, reminders, and action items that help move conversations and opportunities forward.

From this tab, you can:

• View open tasks
• Review completed tasks
• Create new tasks
• Track upcoming deadlines

Emails

The Emails tab contains a complete history of email conversations associated with the contact. Having all communication in one place makes it easier to review previous discussions, continue conversations, and prepare for upcoming interactions.

You can also start new email conversations directly from the contact record.

Meetings

The Meetings tab provides visibility into both upcoming and past meetings associated with the contact. This helps teams stay aligned on previous discussions, review meeting history, and prepare for future conversations.

Notes

Use the Notes tab to capture information that may not exist in emails or meetings. Notes help preserve context, document customer feedback, and share important information with other team members.

Examples include:

• Meeting takeaways
• Customer requests
• Internal observations
• Follow-up reminders

Attachments

The Attachments tab provides access to files and documents associated with the contact. Storing supporting materials alongside the record ensures important information remains easy to find when needed.

Examples include:

• Proposals
• Contracts
• Presentations
• Supporting documents

Contact Information Panel

The contact information panel provides quick access to all available details about a contact. Keeping contact information, ownership details, company associations, and custom fields in one place makes it easier to review and update records as relationships evolve.

Depending on your workspace configuration, this panel may include:

• Contact details
• Company associations
• Ownership information
• System fields
• Custom fields
• Enriched fields

Comments and Collaboration

Contact records can be used as a shared workspace for collaboration. Team members can add comments directly to a record to share updates, provide context, and document important information.

For example:

• Customer requested a product walkthrough
• Budget approval is pending
• Follow-up required next week

Keeping discussions attached to the record ensures everyone working with the contact has access to the same context.

Take Action from the Record

The contact record allows you to perform common actions without leaving the page. This helps your team communicate, collaborate, and manage relationships more efficiently.

Available actions include:

• Send emails
• Make calls
• Schedule meetings
• Start meetings
• Create notes
• Create tasks

Contact records bring together contact information, communications, activities, and insights in a single workspace, helping your team manage relationships more effectively and maintain a complete view of every interaction.