The contact detail page
In one sentence
Open any contact to see and edit everything about them in one place: details, tags, custom fields, notes, tasks, and a timeline of their whole history with you.
Getting there
- From People → Contacts, click a person’s row, or
- From the Inbox, open the contact panel beside a conversation.
What’s on the page
| Section | What you do here |
|---|---|
| Details | Edit name, see the phone number, set the lifecycle stage. |
| Tags | Add/remove labels. |
| Custom fields | Fill in structured details (City, Plan…). |
| Notes | Leave internal notes your team can read (the customer never sees these). |
| Activity timeline | A chronological history — messages, stage changes, and more. |
| Tasks | Follow-ups tied to this person, with due dates. |
| Jump to Inbox | Open (or start) a conversation with them. |
Notes vs. messages: notes are internal — only your team sees them. Messages are what the customer actually receives. It’s easy to mix these up early on, so the interface keeps them clearly separated.
The activity timeline
The timeline is the contact’s story: when they first messaged, campaigns they received, stage changes, notes added. It’s the fastest way for any teammate to get up to speed before replying — no need to scroll the whole chat.
Before replying to a returning customer, glance at the timeline and notes. Walking in with context (“I see you asked about wholesale pricing last week…”) turns a cold reply into a warm one.
How this connects
- Jump to Inbox ties the detail page to Conversations.
- Tasks here are the same to-dos you see under Tasks in the sidebar and the top-bar badge — see The Inbox → productivity.
Next: the rules that keep you safe — opt-out, blocking & compliance →.