CRM Contact Detail

The full record for one CRM contact — details, AI enrichment, notes, activity log, and WhatsApp messaging, all in one place.

What it is

Everything your team knows about one person, on a single page. Open it from the Contacts list, from their account's Contacts tab, or from a deal that references them.

The profile panel

Name (and Arabic name, if on file), a language badge, and a quick field grid: role, linked account, email, phone, and source. AI Enrichment can pull external signals about the contact into a card you can show or hide; Edit Contact opens the same form used to create them. A Notes box saves automatically when you click away from it, if you have edit access — no separate save button to remember.

Sending WhatsApp

If your role can send WhatsApp and the contact has a WhatsApp number on file, a Send WhatsApp button appears in the header, opening a compose panel. Whether the conversation is in an active session or needs a template message depends on when the contact last replied — the panel handles that distinction for you. If the contact has no WhatsApp number, there's nothing to send from here.

The two tabs

• Activity — a log of calls, meetings, and notes tied to this contact. Viewing and adding entries are separate permissions, so you may see the log without being able to add to it, or vice versa isn't possible — but the tab itself is disabled entirely if you can't view activities at all.
• Messages — the WhatsApp conversation history for this contact, only reachable if you have WhatsApp permission and the contact has a number; otherwise the tab is disabled and a note explains why.

How it fits your workflow

Use this as your one stop before and after a conversation: check notes and recent activity beforehand, message them directly if needed, and log what happened afterward — rather than piecing the picture together from the Contacts list and a separate messaging tool.

Getting started

Open a contact before your next call with them, skim Notes and Activity for context, and log the outcome in Activity when you're done so the next person who opens this page doesn't start from zero.