> ## Documentation Index
> Fetch the complete documentation index at: https://help.useclearline.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM and contacts overview

> Manage contacts, custom fields, opportunities, tasks, meetings, and activity history.

Contacts are the customer record in Clearline. A contact can have email, phone number, custom properties, conversations, opportunities, appointments, tasks, AI summaries, and activity history.

## 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](/crm-contacts/data-model) controls custom fields.
* [Imports](/crm-contacts/imports) bring contact data into Clearline.
* [Opportunities](/crm-contacts/opportunities) track pipeline work.
* [Tasks](/crm-contacts/tasks) track follow-up work.

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  Screenshot placeholder: add a contact detail page with properties, activity, and related items.
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