Work on a lead, deal or contact

Edit any detail in place, add notes, plan follow-ups and email from one box, @mention a teammate, and follow a record to hear about changes.

Every lead, deal, contact and company page has the same layout: the details on the left, and what's next and the history on the right. On a phone, the details come first.

Edit a detail in place

Click any detail, such as the Amount, Close date, Email or Owner. Change it, then press Enter or click away. It saves straight away and shows on the history.

One box for notes, follow-ups and emails

Above the history:

• Note: write a note and click Add note, or press Ctrl + Enter.
• Activity: plan a call, meeting or task. See Calls, meetings and tasks.
• Email: email the person, with or without a template. See Call, WhatsApp and email.

@mention a teammate

In a note, type @ and choose a name. They get a bell alert (and an email, if they keep those on) with a link to the record. You can only mention people who can see the record.

Follow a record

Click Follow at the top of the page. You hear when its stage, owner or status changes, when it's won, lost or converted, and when a quote, invoice or payment is added. Click Following to stop.

Filter the history

Use All, Notes, Activities, Emails and Changes above the history to see just what you need.

Quick search

Press Ctrl + K (or /), or click the search icon in the top bar. Type a name, company, phone or invoice number and press Enter to open it. You can also jump to a page, such as Activities or Reports.