A contact is one specific person — a buyer, a procurement lead, a project manager. The detail page is everything you know about that person plus everywhere they show up in your sales work.
How the page is laid out
- Left rail — contact info. Name, title, email, phone, mobile, LinkedIn, custom fields. Click any value to edit.
- Middle — activity feed. Same logger as on a deal: Note · Call · Meeting · Task · File. The timeline below it is contact-scoped — only activities directly involving this person, plus any emails synced from your mailbox.
- Right rail — associations. The company they work at, every deal they're on (active and closed), and the change history.
How contacts relate to companies and deals
- One company, many contacts. A contact has at most one employer at a time. Editing the company picker reassigns them.
- One contact, many deals. Same person can be the primary contact on multiple deals over time. The right rail lists every one.
- Activities flow up. When you log a note or call on a deal, it shows on the contact's timeline too if the contact is the deal's primary. Logging directly on the contact is for things that aren't tied to one specific deal — a relationship-building lunch, a holiday card.
Email integration
On Pro (and during your trial), connecting your Gmail or Outlook mailbox automatically logs every email you send to or receive from this contact's email address as an activity on their timeline. You don't copy anything; we read your mailbox via OAuth and only ingest messages whose to/from matches a CRM contact. See Connecting your mailbox.
When a contact is locked
Free workspaces have a 500-active-contact cap (a contact is active if it had a logged activity in the last 30 days). When you go over the cap, the contacts you're not currently working show a 🔒 lock icon and the detail page renders a short “upgrade to unlock” panel instead of the full editor. The data is intact — you'll see all of it again the moment you upgrade or delete enough contacts to drop below the cap.
Deleting a contact
From the contact detail page, Delete is in the ⋯ menu at the top right. Soft delete; recoverable for 90 days. Deals and the linked company aren't touched.
Custom fields go on the left rail
Track something we don't ship — preferred contact method, decision-maker yes/no, role-in-org dropdown — add a custom field on the contact entity in Settings → Custom fields. See Custom fields.
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