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
To access this section, go to the contact or lead list. Select the contact/lead and click on the icon next to the contact's name
Within this module, you can view "Contact Details"
Contact Menu (Three-Dot Menu)
From this menu, you can:
Edit the contact
Convert the contact into an organization
Remove the contact from their current organization (disassociate the contact from the organization)
Send an email
Tag the contact as a prospect
Merge contacts (combine two contacts into one)
Clone contact
Click this mail icon to send an email
To view the contact’s organization details, click "Show all details."
Contact Overview Activity
In the overview, you will see activity related to deal creation and active deals, as well as quotes, invoices, and sales orders.
Lead Tab
In the lead tab, you will only see deals.
Tasks Tab
In the tasks tab, you will see all tasks related to the contact. These tasks are created in the tasks module.
Emails Sent to the Contact Tab
From here, you can view emails sent to the contact.
Emails Received from the Contact Tab
From here, you can view emails received from the contact.
