4.1 Accessing a Contact Record: How to Find and Open It

You can open a specific contact's detailed record page from several convenient locations within the Close Master platform:

• From the Main Contacts List:
  1. Navigate to the Contacts section using the left-hand menu.
  2. Use the Search Bar (typing Name, Email, Phone, or Tag) or apply More Filters (see 3.4) to locate the desired person in the list.
  3. Click directly on the contact's Name in the list view. This action opens their full contact record page.
• From the Conversations Inbox:
  1. Navigate to the Conversations section.
  2. Click on the message thread associated with the contact you want to view.
  3. In the right-hand panel that typically displays summary details for the selected conversation, click the contact's Name shown at the top of that panel, or look for a dedicated "View Contact" icon or link. This will take you to their full record.
• From an Opportunity Card:
  1. Navigate to the Opportunities section and select the relevant Pipeline.
  2. Locate the specific deal card (representing a listing or buyer transaction) associated with the contact.
  3. Click directly on the Opportunity card's title or name. This action typically opens the detailed record of the Contact linked to that Opportunity.
• From Other Linked Areas: Throughout Close Master, you'll often encounter clickable contact names in various sections like Calendars (appointment details popups), Tasks lists, Reporting tables, etc. Clicking these linked names will usually navigate you directly to that contact's full record page.