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When you click on a contact in the contacts list, a sidebar opens from the right side of the screen. This is the compact view of the contact record. You can also expand it into a full-screen view.

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Compact view

The compact view is a sidebar that opens on the right side of the contacts list page when you click on a contact.
Contacts Contactrecord1
The top of the sidebar displays the contact’s key identifying information. The header also includes the following actions:
  • View company: Click this button to open the associated company record.
  • Salesforce icon: Click this button to open the contact or lead record directly in Salesforce.

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Overview tab

The Overview tab provides a summary of the contact’s field values, organized into the following sections: Contact details Displays the contact’s core profile information:
  • Name: First Name and Last Name concatenated
  • Job Title
  • Email
  • Phone
  • Owner
  • Lead Source
  • Location
  • Email Marketing: Subscription status, shown as a badge. For e.g., “Subscribed”
Company details Displays information about the company the contact belongs to:
  • Company Name
  • Industry
  • Website
  • Number of Employees
Associated opportunities Shows a summary of any opportunities linked to this contact through Opportunity Contact Roles. System details Displays system-managed metadata about the contact record:
  • Contact ID: The unique identifier for the contact in Conversion.
  • System Source: How the contact was created (e.g., Salesforce, form submission).
  • Created Date: When the contact record was created in Conversion.
  • Last Updated Date: When the contact record was last modified.
  • Salesforce ID: The corresponding record ID in Salesforce.
  • Salesforce Object Type: Whether the Salesforce record is a Contact or Lead.
  • Salesforce Created Date: When the record was created in Salesforce.

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Details tab

The Details tab shows a complete breakdown of every field value on the contact, organized by field category. Unlike the Overview tab, which shows a curated summary, the Details tab displays all fields. You can:
  • Search fields: Use the search bar at the top to find a specific field by name.
  • Toggle empty fields: Click Show empty fields to display fields that have no value

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Activity tab

The Activity tab shows a chronological log of all actions and events associated with the contact. For a full breakdown of the activity tab and all engagement types, see Activity.

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Full-screen view

Click the expand button (double-arrow icon) in the top-right corner of the compact sidebar to open the contact in full-screen view.
Contacts Contactrecord2
The full-screen view provides the same information and functionality as the compact view, just with a more spacious layout. To navigate back to the contacts list, click the Contacts breadcrumb at the top of the page.

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Editing a contact

You can edit a contact directly from both the compact view and the full-screen view. Click on any field value to modify it inline. The field becomes editable, and your changes are saved when you click away or press Enter. This applies to fields in the Overview tab, the Details tab, and the left sidebar of the full-screen view.

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Contact actions menu

Click the three-dot menu (…) in the top-right corner of the compact sidebar or full-screen view to access additional actions. The following actions are available:
ActionDescription
Delete contactPermanently removes the contact from Conversion. This action cannot be undone.
View in SalesforceOpens the corresponding contact or lead record in Salesforce in a new tab.
Set as unsubscribedSets the contact’s email marketing subscription status to unsubscribed. The contact will no longer receive marketing emails sent from Conversion.
Remove subscription statusClears the contact’s email subscription status entirely, removing any subscribed or unsubscribed state.