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Edit a contact

Edit a contact

Maintain a contact's profile, link them to an account, and reach them through email, call, or messaging.

Reviewed OperatorVertiqa 1.54+

The contact detail page is the operator's home for one person. It carries everything we know about them and every channel we have to reach them.

Above the tabs sit four summary tiles — open opportunities, open pipeline, emails, and inbound inquiries. Each one counts what is already on the page. A tile shows — and Unavailable when its data could not be loaded, so a dash never means "none".

Tabs on the page

  • Overview — the contact's details (role, email, phone, mobile, preferred contact method), the linked account, tags and notes, related opportunities, recent emails, inbound inquiries, voice-intake history, and the consent record.
  • Activity — the full timeline of everything that has happened on this contact.
  • Documents — files shared with or about this contact.
  • Outreach — AI-drafted outbound messages for this contact, waiting for review. This tab only appears if you have permission to view agent drafts.

The contact detail page has a single layout. An earlier build offered a Classic/Vibrant switch in the header; that was removed so every contact looks the same for everyone, which makes the page easier to document, test and support.

Common tasks

  1. Update profile fields. Use Edit contact in the header to open the edit form (name, role, email, phone, owner, preferred method, Do Not Contact, tags). On a narrow screen the button moves into the ⋯ menu.
  2. Link to a different account. Use the account linker on Overview to link or unlink an account — if the contact moved companies, update the link rather than creating a duplicate contact.
  3. Reach out. The header shows an Email, Call, SMS, or WhatsApp composer for each channel the contact has — but only when Do Not Contact is off. Each touch lands on the contact's record.
  4. Draft outreach. The Draft outreach button hands the contact to the outreach-writer agent. It stays disabled until the contact has a linked account with approved research — the line under the button says what's missing.
  5. Mark do not contact. In the ⋯ menu. Setting it hides every outbound composer on the page; clearing it brings them back. Both directions ask you to confirm. This is an internal suppression switch — it does not withdraw recorded consent. Use Consent & communication on Overview for that.
  6. Delete the contact. In the ⋯ menu, and only if you have delete permission. A contact that any opportunity still points at cannot be deleted — reassign or delete those opportunities first, and the page will tell you if that is what is blocking it.

Tip

Respect Do Not Contact — when it's set, the reach-out composers disappear so no one messages the contact by accident. If a contact replies from a different email address, update their record rather than creating a new contact, so their history stays together.