What you can do with a contact preview

How contact previews give you quicker access around managing your contacts

What is a contact preview?

The Contact Preview is the box that opens on the right-hand side of your screen when you click on a contact's name in your database. This gives you a full overview of a contact's most important information and allows you to add/remove tags, add notes, and make other edits.

From the contact preview box, you can:

  • Edit contact details
  • Create and send a pitch to the contact
  • Convert the contact to an Organization type
  • Edit person and organization relationships
  • Export the contact's information – this feature serves to conform to GDPR requests from your clients
  • Add or remove tags
  • Merge contact duplicates

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