Navigating a contact's profile page

Whether it's a person, organization, or opportunity, you will be able to see all the relevant information about a contact on their profile page.

Feel free to also follow along with screenshots and text below:

1. Edit Name/Email/Domain, Export Notes, Merge Duplicates, Delete Contact

• Edit Name of person, organization, or opportunity
• Edit Email of person or Domain of organization
• Export Notes associated with the person, organization, or opportunity
• Merge duplicate person or duplicate organization
• Delete person, manually-created organization, or opportunity
  • Crunchbase/Clearbit organizations cannot be deleted

2. General

• Contains global fields related to that contact (see What are Global Fields vs List Fields?) 

3A. Opportunities

• Contains list-specific fields from each opportunity that the contact is associated with

3B. Lists

• Contains list-specific fields from each list that the contact is associated with

4. Activity Timeline

• Ability to see a chronological list of "Sent emails", "Received emails", "Meetings", "Phone calls", "List activity", "Files", "Notes", and "Reminders"
• You can hover over the icons to select which activity types to filter by (see Filtering the Activity Timeline on Profiles)

5. Side Bar

• Ability to see your "Connections", "Introductions", "Notes", "Reminders", and "Files"
  • Note: Opportunities do not have "Relationships"