Clicking on any contact's name opens their Contact Details View. This is a comprehensive, 360-degree dashboard of your entire relationship with that specific individual.
The Three-Column Layout
The details view is divided into three distinct columns to help you find information instantly during a sales call or support ticket.
Left: Core Info
Contains personal details, phone numbers, email addresses, tags, active campaigns, and custom fields.
Center: Conversations
The unified inbox showing every text, email, phone call recording, and social media DM you've exchanged.
Right: Activity
Tracks page visits, form submissions, internal notes, tasks, and appointment bookings.
Pro-Tip
Use the "Notes" tab in the right-hand column to log important details after a phone call. These internal notes are timestamped and visible to your entire team, ensuring everyone is on the same page.