The Contact card makes it easy to work with company and contact information and add connected information like activities and opportunities.
You can open the Contact card by selecting 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 following:
- The sidebar
- Open activities
- History timeline
Items marked with an asterisk (*) do not show if there is no related information for the selected company.
The icons in the upper right corner of the contact card allow you to:
- Add a new contact
- Edit the current contact
- Email the current contact (if you have Upsales email activated)
- Delete the current contact
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