What you can do with a contact preview

How contact previews give you quicker access around managing your contacts

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.

• 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