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
• Contacts*
• Activities*
• Opportunities*
• Sales*
• Marketing*
• Documents*
• Relations*

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.

• Updating Company Info with the Sidebar
• Adding Related Information
• Viewing Open Activities and Company History
• Viewing Company Smart Tabs

Also see: Adding or Editing a Contact