There are three parts to every Contact record. If you click into a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, communication you’ve had with them, basically a quick snapshot of their history in your system.
Section 1: Contact Information
This section gives you contact information you’ve collected such as name, email, phone address, and more. It also tells you what campaigns, opportunities, and other system sections have been applied for this person. (This will also contain any custom fields you’ve created.)
Section 2: Communication
Here you can view SMS and email communication you’ve had with the contact. You can also send SMS and email messages.
You can click the green phone icon to make a manual call to the contact from this section.
You can also click the + Assign to icon to assign the contact to a user (or reassign to another user) in your system.
Section 3: History
This section has 4 tabs – activity, tasks, notes, and appointments. Here you can view a history of actions the contact has taken within the system.
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