How to open a contact’s details
Click any value in a contact’s row on the Contacts tab. The detail view opens with three tabs.
Tab | What you’ll find |
Overview | The contact’s data (the same as the columns), links to the Full Contact View and the CRM record, and the option to add a Job Title. You can also dial the contact from here. |
Activity | Completed and upcoming activity: what’s been done, what’s next, and when it’s due. Filter by Call, Task, or Email, add new activity, or update the status of existing activity. |
Account Details | Account Name, Industry, LinkedIn URL, and Website |
Note: calling a contact outside of a campaign does not complete or clear any dial activity attached to that contact.
Related articles
• Researching an Account
• Reviewing Call History and Recordings
• Finding Contacts with Search, Views, and Filters