What's on a record page?

Every person, company, deal and custom object record opens on the same kind of page. Open one by clicking its name in a list.

The record page at a glance

1. The tabs are on the left, the record's details on the right, and the quick actions at the top.

Tabs

• Overview: sections such as Last Interaction, Related contacts, AI summary and Tasks preview. You can rearrange them.
• Tasks and Notes: the tasks and notes linked to the record.
• Activities: the record's full timeline, newest first: field changes, messages, notes, tasks, files, enrichment and activities you log.
• Files: files attached to the record.
• Meetings: meetings with this record.
• Phone calls: calls made through a connected calling app.

Every tab except Overview shows a count. Long lists show a capped number, like 200+.

Details

The details pane shows the record's picture, its name and its fields. Click a value to edit it. On a narrow window, it moves below the tabs.

The ••• menu at the top of the pane has Copy link, Open in new tab, Merge with…, Fields and Delete. Merge with… and Delete only show for Owners, Admins and Managers.

Quick actions

If you can edit records, the top of the page has:

• Compose message, to write to the record on one of your connected channels.
• Call, when a calling app is connected.
• Enrich record, on people and companies when enrichment is turned on.
• New note, New task and Upload file.

When you opened the record from a list, arrows take you to the previous or next record. The Left and Right arrow keys do the same.

Learn more

• Rearrange the sections of the Overview
• Choose and reorder the fields on a record
• The AI summary
• Add notes to a record
• Log custom activities
• Add files to a record
• Change a record's picture
• See the history of field changes
• Delete and restore records