Contact detail page
The contact page includes:- Contact profile and properties
- AI suggestions
- Suggested tasks
- Suggested outbounds
- AI summary
- Activity timeline
- Related outbound campaigns
- Meetings
- Tasks
Send messages from a contact
If your workspace has configured inbox channels, you can send email or SMS from the contact page. Email requires an inbox with email configured. SMS requires an inbox with SMS configured and a contact phone number.Related configuration
- Data model controls custom fields.
- Imports bring contact data into Clearline.
- Opportunities track pipeline work.
- Tasks track follow-up work.
Screenshot placeholder: add a contact detail page with properties, activity, and related items.