VIEW A CONTACT

Article ID: CON-002

Category: Contacts

Estimated Time: 1 minute

Difficulty: Beginner

What You'll Learn

Learn how to open and view a contact's profile to access their information, activity, and account details.

Before You Begin

Make sure the contact has already been added to your CRM.

Follow These Steps

☐ From the left menu, click Contacts.

☐ Use the Search bar to find the contact by:

• Name

• Email address

• Phone number

OR

Browse the contact list until you find the contact you want to open.

☐ Click anywhere on the contact's row to open their contact record.

What You'll Find in a Contact Record

Depending on your account setup, you may see:

• Contact Information

• Company Information

• Tags

• Notes

• Tasks

• Appointments

• Opportunities

• Communication Preferences

• Activity History

• Custom Fields

Success Check

You've successfully opened a contact when:

✔ The contact's profile page opens.

✔ You can view the contact's information and activity.

✔ You can access available actions for that contact.

Pro Tip

💡 Use the search bar instead of scrolling through your contact list. Searching by name, email address, or phone number is the fastest way to locate a contact.

Troubleshooting

I can't find my contact.

• Double-check the spelling of the contact's name.

• Search using their email address or phone number instead.

• Remove any active filters that may be hiding the contact.

• Confirm the contact hasn't been deleted.

I can see the contact, but I can't open it.

• Refresh your browser.

• Try opening the contact in a new browser window.

• If the issue continues, verify that your user permissions allow you to view contact records.