Contact Card

Click a contact in Users > Contacts to open their card.

The card shows:

• Contact Information: name, email and phone,
• Workspaces & Positions: the company and job title,
• Highlights: short notes about your conversations.

Add a highlight

Highlights help you remember what matters about a person: topics you discussed, agreements, next steps.

1. Click Add highlight.
2. Write the note.
3. Click Save.

The highlight appears in the card with the date.

Edit the contact

1. Click Edit next to Contact Information.
2. Change the name, email, phone, company or job title.
3. Click Save changes.

Schedule a meeting

Click Schedule a meeting. The call form opens with this contact as a participant. See Schedule a Meeting with a Contact.

Delete the contact

Click Delete at the bottom of the card.