👥 Contacts
Contact Detail and Timeline
The contact profile page shows the full history of a contact including conversations, deals, and their complete field data.
Opening a Contact Profile
Click on a contact's name in the Contacts list to open their full profile page. Alternatively, expand a contact row with the + button and click Details.
Profile Information
The profile shows all stored fields: name, phone, email, lead status, language, country, assigned user, groups, custom fields, and trust score.
Timeline Tab
The Timeline tab shows a chronological log of every conversation linked to this contact. Use this to review the full message history and context before replying or following up.
Deals Tab
The Deals tab shows any deals linked to this contact from the Deals pipeline, including their stage and value.
Actions from the Profile
- Edit contact — opens the edit drawer to update any field.
- Send Template — opens the template sender to send a WhatsApp template to this contact.
- Chat — opens an inline chat drawer to see and send messages in the Inbox for this contact.
- Assign — assigns or reassigns the contact to a team member.
- Delete — permanently removes the contact and their profile.
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