View and edit individual records

Actions and properties

The left sidebar shows the actions you can take on the record, as well as the record's properties. Learn how a user with Account access permissions can customize the left sidebar for all users and teams.

Actions

At the top of the left sidebar you can:

• Click the Actions dropdown menu:
  • Follow: click to follow the record. By default, you follow all records you own. By following a record, you will receive notifications on updates to the record.
  • View all properties: click to view all of the record's properties.
  • View property history: click to view the history of the record's property values.
  • View association history: click to view the history of the record's associated records and engagements.
  • Search in Google: for contacts and companies, click to search the record's name on Google.
  • Opt out of email: for contacts, click to disable email communication with the contact's email address.
  • Restore activity: click to view and restore associated engagements that were deleted within the last 90 days.
  • Merge: click to merge the record with another.
  • Delete: click to delete the record. Learn more about the data lost during a deletion.
  • Export contact data: for contacts, click to export the contact's personal data.

• View the primary properties for the record. You can click the edit pencil icon to edit the record's name.
  • For contact records:
    
    • Click the contact picture to update the contact's image.
    • Click the duplicate copy icon to the right of the contact's email to copy the email address to your clipboard.
  • For company records:
    • Click the company picture to update the company's image. 
    • Click the duplicate copy icon to the right of the company's domain or phone number to copy it to your clipboard.

• • For deal records:
    
    • Click the Close date calendar to select a new close date.
    • Click the Stage dropdown menu to update the deal stage.
    • Click the Pipeline dropdown menu to update the pipeline the deal is in.
  • For ticket records:
    
    • Click the Status dropdown menu to select a new status.
    • Click the Pipeline dropdown menu to update the pipeline the ticket is in.

• Below the primary properties, interact with the record by clicking the respective icons. The icons that appear will vary if you've customized the order of activity icons.

• • description Note: click to add a note to the record timeline.
  • email Email: click to write a one-to-one email.
  • calling Call: click to call.
  • tasks Task: click to create a task for the record.
  • meetings Meeting: click to set up a meeting for the record.
  • ··· More options: click to manually log a call, note, meeting, LinkedIn message, WhatsApp message, SMS, or postal mail to the record timeline, or reorder the activity buttons.
• Change the order of the activity icons:
  • Click the ellipse··· ellipses, then select Reorder activity buttons.
  • In the dialog box, click the dropdown menus to select the order in which icons will appear on all records. You can also select Empty if you want to remove certain icons. 
  • Click Save.

Properties

• To edit a property value, hover over the property and click the edit pencil icon.
• To view a specific property's history, hover over the property and click Details. You can also scroll down and click View property history to see the history of all property changes.
• To view all properties, click View all properties.

Communication subscriptions and website activity

On the left sidebar of a contact record, there are additional sections:

• In the Communication subscriptions section, view and edit the contact's subscriptions. This section is only available if you have data privacy settings turned on. Learn how to add a subscription for the contact.
• In the Website activity section, view the contact's interactions with your website.

Activity timeline

The middle panel shows activities relating to the record chronologically, with upcoming activities at the top. 

To access the activity timeline overview:

• In the middle column, click the Activities tab. The first time you view a record, you'll be brought to the Overview tab by default. Moving forward, you'll be brought to the tab you've visited most recently, either Activities or Overview.

On the activity timeline, you can view and filter activities in the following ways:

• At the top of the record, click Expand all or Collapse all to expand or collapse the details of all timeline activities.

  

• To quickly filter activities by type, click the tabs at the top.

• On the Activity tab, you can filter more specific activities with the Filter activity dropdown menu.

• To filter activities that are owned by a specific user or team, click the All users or All teams dropdown menus and select a user or team.

• To search for a specific activity, click the search icon search in the upper right. The results returned are based on searching the terms in the following activity fields:

  • Task subject

  • Task body

  • Note body

  • Call body

  • Email subject

  • Meeting body

• On the Email tab, you can log and send a one-to-one email, or review previously sent and received one-to-one emails. Marketing emails do not appear on the Email tab.
  • Click Thread email replies to collapse email responses into a single thread, with the most recent message appearing at the top of the thread.
  • Click Show all email replies to expand each individual email on the timeline.

• To collapse the details of a specific activity, click the down down arrow in the top left of the activity.

• To expand the details of an activity and edit, click the right right arrow in the top left of the activity.

• If there are comments on an activity, click the comments comment icon at the top to expand the activity and its comments.

  
• Hover over an activity, click the Actions dropdown menu, then select an option to do any of the following:
  • Pin the activity to the top of the timeline.
  • View the activity’s history.

• • Delete the activity.

• At the bottom of an activity:

  • Click Add comment or [x] comments to leave a comment.

  • Click the [x] associations dropdown menu to edit the activity's association with other records.