Details

The record for one person: contact fields, owner, stage, preferences, change log, and the Activity timeline.

Path: click a pipeline card, a search result, a dashboard task row, or the right pane in Conversations.

What you see

• Owner badge (click to change owner)
• Star to highlight the prospect
• Auto Summary
• Core fields: name, phone, email, address, office, title, company, stage, license status, source, labels
• Change log of historical edits
• Communication preferences — subscribed or unsubscribed for text, email, and calls
• Duplicate alert when matching email/phone prospects exist
• Activity — notes, tasks, meetings, shares, hires, transactions
• CCI results when your account uses assessments

On large screens, Conversations keeps Details in the right pane so you can message and edit without leaving the inbox.

Edit a field

Click the field, change it, and save. Stage can also be changed by dragging the card on Pipeline.

Communication preferences

If someone asks to stop texts or emails, turn that channel off here. Campaigns and automations respect unsubscribed filters when you include them in the audience.

Icons on pipeline cards (quick read)

• Gray flag — future task
• Red flag — due or overdue task
• Blue chat bubble — unread messages (for conversation members)
• Blue star — starred
• Calendar icon — blue future meeting, green completed, red incomplete review, gray past and not reviewed

See Merge Duplicates if a duplicate alert appears.