Everything you know about a contact sits beside the conversation. Open the panel to see and edit their details, sales owner and lead stage, tags, and private notes.
1
Open the contact panel
Click Show contact info in the header to open the panel. Contact Info shows the contact's phone (with one-click copy), user name and email — the pencil opens the editor for their details and custom attributes.
2
Sales owner & lead stage
The Sales Attributes section tracks a Sales user (the owner) and any pipeline fields like Lead Stage — pick a value from each dropdown. These fields come from your Settings → Attributes.
3
Tag the conversation
Open Tags to label the conversation. Type in the box to search or create a tag — new tags are saved account-wide so your team can reuse them, and applied tags show as removable chips.
4
Private notes
Use Notes to jot internal notes only your team can see — click + Add, write, and save. Each note is stamped with its author and time, and can be edited or deleted later.