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The Contact View provides a complete, 360-degree profile of an individual in your audience. This is your central hub for understanding a contact’s history, managing their information, and engaging with them across multiple channels. To access this view, simply click on any contact from your Audience Lists. The main Contact View page. The page is divided into two main sections: the Contact Information Panel on the left and the Activity & Engagement Panel on the right.

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The Contact Information Panel

This left-hand panel contains all the stored data and properties associated with the contact.

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Profile Header

  • Avatar, Name, and Contact Details: At a glance, you can see the contact’s name, phone number, and email address.
  • Opt-in Status: A toggle switch shows if the contact is currently subscribed to your communications.
  • Labels: Any labels you’ve assigned (e.g., DEMO GIVEN, FOLLOW UP) are displayed for quick context.

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Quick Action Bar

Beneath the header, a row of icons allows you to instantly engage with the contact:
  • WhatsApp: Opens the WhatsApp chat window to send a direct message.
  • Mail: Opens the email composer to send an email.
  • Note: Opens a modal to add a private note to the contact’s timeline.
  • Task: Opens a modal to create and assign a task related to this contact.
  • Call log: Opens a modal to log a phone call you had with the contact.

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Information Form

This section is a scrollable form containing all of the contact’s attributes.
  • Default Fields: Includes standard fields like FIRSTNAME, LASTNAME, Email, and Phone.
    The primary Email and Phone number are locked and cannot be edited directly, as they are unique identifiers for the contact.
  • Custom Attributes: Displays any custom fields you have created (e.g., LEAD_TYPE, LEAD_STATUS).
  • Lists & Labels: Manage which lists the contact belongs to and add or remove labels.
  • Subscriptions: Manually subscribe or unsubscribe the contact from your WhatsApp and Email marketing.
Click the Save button at the top of this section to apply any changes you make to the contact’s information.

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The Activity & Engagement Panel

The right-hand panel is a tabbed interface that provides a complete history of all interactions and CRM-related activities for the contact.
This is a chronological timeline of every interaction you’ve had with the contact. It includes sent campaigns, status updates, notes, tasks, and conversations, giving you a complete historical record.
A focused view of only the notes that have been added to the contact’s profile. Use the “Note” icon in the Quick Action Bar to add a new note using a rich text editor. Notes are internal and not visible to the contact.Adding a Note to a contact.
View all tasks associated with this contact. Click the “Task” icon to create a new task. You can set a title, status (To-do, In Progress, Done), schedule a due date, and add a detailed description.Creating a Task for a contact.
Keep a record of your phone conversations. Click the “Call log” icon to open a modal where you can log the call’s direction (incoming/outgoing), status (completed, missed), start time, and duration, along with a detailed description. Creating a Call Log for a contact.
See a simple list of all the contact lists this person is a member of.

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Starting a Conversation

  • Clicking the WhatsApp icon opens a side panel chat window, showing the entire conversation history with that contact. You can type a message, attach media, or use Templates and Snippets to reply instantly. WhastApp Drawer
  • Clicking the Mail icon opens a full-featured email composer, pre-filled with the contact’s email address, allowing you to write and send a direct email. Compose Email