Open the complete record
Select a person from Contacts to open their workspace. Review the contact details, source, labels, stage, communication history, tasks, and any business-specific context before taking action.
Keep the record useful
Correct inaccurate contact information, add only meaningful labels, and update the stage when the real-world status changes. Create a task for work that belongs to a person instead of relying on memory. Tasks also surface in the relevant contact workflow.
If an expected call, message, or campaign is not visible, confirm it used the same phone number or email as the contact. Duplicate records can split history; merge or clean them through the available contact tools instead of editing both indefinitely.