Tour a record

Everything about a contact lives on one page. On People, click a name, and the record opens beside your list. On the right, Record details holds every field. Click one to edit it in place, like a new job title, and press Enter to save. Company links to their company, and their deals sit underneath. On the left, Highlights is the short version: the last interaction, open tasks, and the health of their deals. Vetta AI reads the relationship for you. Conversations brings every channel into one thread, so you can reply right here. Notes and Tasks sit next to it, so a follow-up never gets lost. Calendar and AI Meeting Note hold their meetings, and Files keeps anything you attach, like a proposal. And Activity is the full timeline, every email sent and received, logged on its own.