Help Center

Contact Details Page Overview

The contact details page is where all information about a contact lives, including identity, household details, activity, accounts, and communications. This article explains what each section is used for and how to move through the page efficiently.

Open a Contact

• From the Contacts page, click the contact's name.
• From the Sales Pipeline, click the contact's name.
• From Global Search in the top header, search by name, email, phone number, or contact ID.
• From a household view, click a household member's name.

The Masthead

The masthead appears at the top of the contact record and shows the most important contact details and quick actions.

• Contact name, photo, and badges such as client status, possible duplicate, or spam
• Primary email, Primary phone, and Primary address
• Opt-out settings such as Don't call, Don't email, and Don't text
• Quick actions such as Call, Email, Text, New Appointment, New Task, and New Note
• The Actions menu for options such as Merge, Delete, Mark as spam, and pipeline actions

Remove a Contact Profile Picture

1. Open the contact record.
2. In the masthead, find the profile picture beside the contact name.
3. Select the X on the picture.
4. Review the confirmation, then select Delete picture.

After the picture is deleted, the contact's initials appear in its place. Select the initials to upload a new JPEG, PNG, or WebP image of up to 25 MB.

Deleting a profile picture cannot be undone. Select Cancel in the confirmation pop-up to keep the current picture.

The Overview Tab

Important Information

This section includes stage, source, medium, owner, category, client status, closed date, client since date, and the In Pipeline? setting.

Personal Information

This section includes date of birth, gender, marital status, occupation, employer, and other personal details.

Family

This section shows the head of household, spouse, children, and other family relationships. You can click the household name to open the household view.

Contacts Card: Emails, Phones, and Addresses

The Contacts card sits next to Basic info on the Contact information tab. It lists the contact's details in labeled rows, in this order: Email, Phone, Address, Local time, Website, and Social media.

Each detail has its own row, with copy buttons and a dash where nothing is saved.

• A row with nothing saved shows a dash, so you can see what's missing.
• The Primary email, phone, and address are listed first in bold with a blue flag. A Preferred item shows a yellow star.
• A title, when saved, appears in small gray text under the value. Otherwise you see the type, such as Home or Work.
• Local time uses the primary address and is hidden when the contact has no primary address or LeadCenter can't tell its timezone.

Work with the card

• Add: Click Edit on the card and choose Add email, Add phone, Add address, Add website, or Add social media.
• Edit, delete, or make primary: Click the vertical dots next to an item. Email, phone, and address also offer Make primary.
• Open: Click an email to write an email, a phone number to call (when calling is set up), an address to open Google Maps, or a website or social link to open it in a new tab.
• Copy: Click the copy icon next to an email, phone, or address. The icon turns into a green check for a moment.
• Restore: Click Edit, then Show deleted, to bring back a deleted item.

Each item can be marked as Primary or Preferred.

Note: When you add, edit, or mark a phone number or email address as primary from the contact’s Contacts card, the contact page header updates automatically after you click Save. You do not need to refresh the page.

For more details, see Primary vs Preferred Contact Information.

Copy an Address for Letters and Envelopes

On the Contacts card, click the copy icon next to a Home, Work, or Mailing address, then paste it into a letter, envelope, or carrier form. The address is copied as one line, for example: 4145 Cedar Ln, Raleigh, NC 27601.

Fill City and State from a Postal Code

When adding or editing an address from the contact's Contacts card, enter a five-digit U.S. postal code to fill the City and State fields automatically.

• ZIP+4 values are supported using the first five digits.
• Changing the postal code clears the current city and state before looking up the new values.
• If no match is found, enter the city and state manually.
• Opening an existing address does not overwrite its saved values.

Custom Fields

This section stores additional fields your team has created for contact records.

For more details, see Contact Custom Fields.

Tags and Marketing Opt-Outs

This section shows tags used for flexible grouping and a summary of marketing preferences and opt-out settings.

Other Tabs

• Accounts shows financial accounts, assets, production, and commissions. The number next to the tab counts main accounts only, not sleeve accounts. If the contact is in a household, you can also see the whole family's accounts and totals. See View and Export Household Accounts from a Contact.
• Meetings shows past, upcoming, canceled, and no-show appointments.
• Tasks shows open and completed tasks connected to the contact.
• Notes shows notes in chronological order.
• Emails shows inbound and outbound email conversations.
• Calls shows call logs, recordings, and transcriptions when available.
• Texts shows text message conversations.
• Documents shows uploaded files and files attached to notes, organized into folders by category. When family members have documents, use This Contact / Household to choose whose files you see. See Document Storage. You can also show a client's Box folder here. See Link a Box Folder to a Contact.
• Family shows household relationships.
• Duplicates shows possible duplicate contacts and merge options.
• Questionnaires shows questionnaire submissions.
• Miscellaneous includes audit history and less common sections.

For contacts in a household, the Events, Meetings, Notes, and Tasks tabs include a This Contact / Household toggle for viewing the whole family's activity. See View Household Events, Meetings, Notes, and Tasks from a Contact.

Inline Editing

Most fields on the contact details page support inline editing. Click the value, make the change, and click the save icon.

For emails, phone numbers, and addresses, use the Contacts card: click Edit to add an item, or the vertical dots next to an item to edit, delete, or make it primary.

Best Practices

• Check the masthead first. It gives you the quickest view of the contact's core details and opt-out settings.
• Keep Primary values current. Primary values affect reminders, duplicate detection, and communication tools.
• Review the Duplicates tab when a warning appears. This helps you decide quickly whether contacts should be merged.
• Use the Family tab for household context. This is easier than switching between multiple records one at a time.
• Record information in the right tab. Keep notes in Notes, tasks in Tasks, and communications in their matching tabs.

FAQs

Why are some fields hidden on a contact?

When a contact is not in the Sales Pipeline, some pipeline-related fields are hidden because they apply only to pipeline contacts. Turn In Pipeline? to Yes to show them.

Where do I change the owner?

You can change the owner in the Important Information section on the Overview tab, or in bulk from the Contacts page or Sales Pipeline.

Why do I see a possible duplicate warning at the top?

LeadCenter found a match between this contact's Primary email or Primary phone and another contact. Open the Duplicates tab to review the match and merge if needed.

Can I customize which sections appear?

The main sections are standard, but custom fields are configurable. For more details, see Custom Fields Designer.

Related Articles

• Primary vs Preferred Contact Information
• Families (Households)
• Managing Notes
• Global Search in LeadCenter