Conversations

Contact Details:
Column 4

The fourth column in your Conversations view: Contact Details. Manage the owner, followers, tags, fields, DND, and quick actions, and learn to toggle between a conversation and the full contact record without missing a beat.

What you'll learn

Common Use Cases

Contact Details opens next to a conversation and puts the whole contact within reach. Here is where you will use it most.

📝

Quick Note Mid-Call

Jot a note about what you discussed while you're still talking.

💼

Create an Opportunity

Turn a hot conversation into a tracked opportunity on the spot.

⏰

Set a Follow-Up Task

Star the message and add yourself a task with a reason.

🤝

Hand Off Cleanly

Assign an owner and add a follower so the right people stay in the loop.

Key definitions

Terms worth knowing

The right column showing everything about the contact you have selected. Open it from a conversation by clicking the contact-detail icon.
The team member assigned to the contact. This powers Assigned to Me across your account.
Additional team members kept in the loop on a contact, without being made the owner.
A toggle that turns channels off for a contact, so you don't market to or message them on that channel.
Quick moves you can make right from the conversation: create or link an opportunity, add the contact to a workflow, or grant client portal access.
The contact's timeline plus linked companies, opportunities, tasks, notes, appointments, documents, and payments.
"Contacts, conversations, and opportunities work really well together to give you a robust CRM, and you're not going to break it, so toggle between them any time."
How it works

What You'll See Inside

When you select a message, Contact Details brings up everything about that contact. Click a tab to see what it does.

Owner & Followers

Set who owns the contact and who follows along. The owner powers Assigned to Me for the whole team, while followers just stay in the loop without taking on ownership.

Tags & Fields

Tag the contact and add custom fields right from the conversation. You never have to leave the thread to keep the record current.

DND (Do Not Disturb)

Turn individual channels off when a contact prefers email only, or when you've flagged them as spam. This keeps you from messaging or marketing to them on a channel they don't want.

Actions

Create or link an opportunity, add the contact to a workflow, or grant client portal access, all in a click, without opening the full record.

Full Record

Add tasks, notes, appointments, documents, and view payments without leaving the conversation. Click the bold contact name to jump there, then use the back arrow to return.

Tips

Worth remembering

  • If you don't see Column 4, click the contact-detail icon to open it back up.
  • Click the bold contact name to jump to the full three-column contact record, then use the back arrow to return to your conversation.
  • Always confirm the name matches across columns before sending, so the right person gets the right message.
  • Add a photo and complete the fields in Contacts. The more complete the record, the more powerful your CRM becomes.
Check yourself

Quick Knowledge Check

Four quick questions on this lesson. One attempt each, and the answer is revealed either way.

0 of 4 answered

Which column shows the contact's owner, followers, tags, and quick actions?

What is it called when you turn off channels for a contact so you don't message or market to them?

To view the full contact record while you're working a conversation, you...

The team member responsible for a contact, which powers Assigned to Me, is called the...

Apply it

Try this with your favorite AI

🏷️Tagging system builder
Help me design a simple tagging system for contacts in my business. My business: [describe what you do and who you serve] What I want to track: [lead stage, source, product interest, etc.] Give me 5-8 tags I should start with, grouped by purpose (lifecycle stage, source, priority), and a one-line rule for when to apply each one. Finish by asking me which tag I should start using today.
💼Opportunity hand-off note
Write me a short internal note template for handing off a hot lead as a new opportunity. My team roles: [list roles] What makes a lead "hot" for us: [describe] Give me a short note that names the opportunity, the next step, and who owns it, written so a teammate can act on it without asking questions. Finish by asking me who the first hand-off should go to.
Open a conversation, expand Contact Details, and practice adding a tag, a note, and an opportunity, then toggle to the full record and back. Contacts, conversations, and opportunities work together to give you a robust CRM, so feel free to click around.