Contact conversation guide
Use the contact workspace to review customer history and move work forward.
Features depend on access and configuration; saving, sending and deleting change records.
Search LeadSearch by phone or email and open a suggestion.Your public contact formsCreate and share a personal form, then open its builder.Build your public contact formConfigure fields and page content.Favourites, tags and account actionsPersonal star, tag entry, Delete and Split limitations.Contact conversation workspaceOpen Contacts, find the contact, then open its record. You can also reach a contact from the new Daily Digest or an account record.Contact timeline and conversation recordsContact conversation → TimelineContact profile and preferencesContact conversation → ProfileCall and message a contactContact conversation → Call, WhatsApp, SMS or EmailContact deals and deal detailsContact conversation → DealsContact tasks and remindersContact conversation → TasksContact proposalsContact conversation → ProposalsContact forms and filesContact conversation → Forms or More Sections → FilesContact quotes, invoices and purchase ordersContact conversation → More Sections → Quotes or Invoices; Purchase Orders is in the main menu.Contact subscriptions, assignments and ticketsContact conversation → More Sections → Subscriptions, Assignments or TicketsContact projects, travel and footprintsContact conversation → Projects, Travel or FootprintsContact quotesContact conversation → More Sections → QuotesContact invoicesContact conversation → More Sections → InvoicesContact purchase ordersContact conversation → Purchase OrdersContact subscriptionsContact conversation → More Sections → SubscriptionsContact assignmentsContact conversation → More Sections → AssignmentsContact support ticketsContact conversation → More Sections → TicketsContact project tasksContact conversation → ProjectsContact travel dashboardContact conversation → TravelContact Engage footprintsContact conversation → FootprintsContact deal detailContact conversation → Deals → choose a deal or View deal detailsComplete a contact or deal formContact conversation → Forms → Add Form, or deal details → Forms → Add formReview a form response and escalationContact conversation → Forms → open an existing responseProject task detailContact conversation → Projects → Open TaskQuote and invoice editorContact conversation → Deals → deal details → Add quote, or open a quote or invoice and choose EditContact formsContact conversation → FormsContact filesContact conversation → More Sections → Files