The Contact Detail Page: Timeline, Notes & Activities

The contact detail page#

Click a contact’s name to open their record — everything the CRM knows about them in one place. Two tabs run across the top: Overview (all their fields, grouped into sections) and Timeline (every interaction in date order).

Quick actions#

The left panel has quick actions to add a Note, compose an Email, send a WhatsApp, or create a Task — and More for logging calls and meetings. Each one is recorded against the contact.

Notes#

The Notes area has two views: Notes shows notes written on this contact, while All Related Notes also pulls in notes from every record linked to them (their deals, tasks, and so on) — so you get the full context in one feed.

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Notes are visible to everyone on your team who can see the contact. Keep them factual.

The right side lists related records — Deals, Calls, Meetings, Tasks, Emails, Attachments, and more. Add items directly from here, and they stay linked to the contact.

Timeline#

The Timeline tab is a chronological log of every activity — calls, emails, WhatsApp, notes, meetings, status changes — and can be filtered by type.

Change the owner#

Use the record actions to reassign the contact to a different owner. Deleting shows a preview of what is linked before you confirm.

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The Contact Detail Page: Timeline, Notes & Activities