All Categories Contact Module Contact Overview

Contact Overview

The contact overview is an excellent way to gather all the relevant information on a single page. From here, you can:

  • View contact details

  • Send an email to the contact

  • Review emails exchanged between the contact and your business

  • Access the latest sales activities associated with deals and quotes

  • Check tasks or to-dos

Click this icon in the contact or lead listing to go to "Contact Overview"

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Here you have the "Contact Details"

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The 3 dots menu

From this menu, you can:

  • Edit the contact

  • Convert the contact to an organization

  • Send an Email

  • Mark contact as lead

  • Merge contact

  • Clone contact

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Click this icon to send an email

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View contact "Organization"

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Contact overview activity

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Lead activity

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Task related to the contact

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Emails sent to the contact

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Emails received from the contact

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