The Contact card makes it easy to work with company and contact information and add connected information like activities and opportunities.
To open the Contact card, select a contact name from the contacts list:
The Contact card includes a comprehensive look at the selected contact and the associated company, with several different views of information, including:
- The sidebar
- Open activities
- History timeline
- Activities*
- Opportunities*
- Sales*
- Marketing*
- Documents*
- Relations*
- One tab for each of your custom objects, named after the object*
- Support*
- Project*
Items marked with an asterisk (*) only show if the contact has related information and the feature is included in your Upsales account.
The Contact card offers the same functionality for additional actions as the Company card. The following related articles explain details related to the company card.
Also see: Adding or Editing a Contact