4.2 Left Panel: Core Details, Relationships & Statuses

The panel typically situated on the left side of the Contact Record page displays the core identifying information, key data points, relationships, and status indicators for this specific person. Much of this information can be viewed and edited directly within this panel.

  • Contact Details (Editable Core Info):
    • Basic Info (Usually Visible Immediately):
      • First Name / Last Name: Click directly on the name fields to edit them.
      • Email: View the primary email address. Click to edit it or click + Add Email to add secondary email addresses. Use the radio button next to an address to designate it as the primary one for outgoing communications.
      • Phone: View the primary phone number. Click to edit or click + Add Phone to add secondary numbers (e.g., mobile, work, home). Select the primary number using the radio button. Clicking the small phone icon next to a number often initiates a call via the platform's dialer.
      • Contact Type: View or change the contact's primary classification (e.g., Lead, Client, Agent, Vendor, Sphere) using the dropdown menu. (See 3.14).
    • Expanded Info (May Require Clicking an 'Expand' Icon or Similar):
      • Date of Birth: Edit using a calendar date picker (useful for birthday Workflows).
      • Company Name: Link this contact to an existing Company record (e.g., their brokerage if they are another agent, their employer, a vendor company). Start typing the company name and select from matches. (See 3.9).
      • Website: Field to store the contact's personal or business website URL, if applicable.
      • Address Fields: Street Address, City, State, Postal Code, Country. Enter or edit their physical address details.
      • Timezone: Displays the contact's detected or manually set timezone, which can be important for scheduling communications appropriately.
    • Owner / Assigned User: View the current Close Master team member (agent/user) assigned responsibility for this contact record. Click the name to reassign ownership to a different user from the dropdown list.
  • Custom Fields (Real Estate Specific Data): This section dynamically displays all the Custom Fields (that you created in Settings → Custom Fields) for which data has been entered for this specific contact. This is where you see the crucial real estate details you track. Examples include:
    • Property Type Interest: (e.g., Condo)
    • Buyer Timeline: (e.g., 3-6 Months)
    • Seller Timeline: (e.g., ASAP)
    • Price Range Min/Max: (e.g., $400,000 - $550,000)
    • Bedrooms Required: (e.g., 3+)
    • Pre-Approved Status: (e.g., Yes)
    • Lead Source: (e.g., Zillow)
    • Listing Address (for sellers)
    • Desired Neighborhood(s)
    You can usually click directly into these fields in the left panel to view or quickly update the stored information. If Custom Fields were organized into folders in Settings, they will appear grouped under those folder names here.
  • Tags (Labels for Organization):
    • View Applied Tags: Shows all the Tags currently applied to this contact (e.g., Buyer Lead, Seller Lead - Valuation Requested, Sphere, Hot, Past Client - 2023, Source: Website).
    • Add/Remove Tags: Click within the Tags area. A dropdown or input field will appear. Start typing to search for and select existing tags from your list. To create and apply a new tag on the fly, type the new tag name and press Enter (or click an option like + Add new tag). To remove a tag from this contact, click the small x icon that appears next to the tag name.
  • Opportunities (Linked Deals):
    • View Linked Deals: Lists the active Opportunities (potential or ongoing listing agreements, buyer representation agreements, specific transactions) associated with this contact. It typically shows the Opportunity Name, the Pipeline it belongs to (e.g., "Listing Pipeline"), and its current Stage (e.g., "Active Listing," "Under Contract"). Provides quick visibility into their active deals.
    • Add New Opportunity: Use the + Add button within this section to quickly create a new Opportunity record for this contact, selecting the target Pipeline and initial Stage.
  • Company: Displays the primary Company record this contact is linked to (if any). Clicking the company name often navigates to the Company record itself. Allows linking or editing the association.
  • Followers: Shows which other team members (besides the assigned Owner) have been added as Followers to this contact record, granting them visibility. Use + Add or the x next to a follower's name to manage this list. (See 3.15).
  • Active Campaigns/Workflows: Lists the specific automated Workflows or older Campaigns that this contact is currently active within (e.g., "New Seller Lead Nurture - Day 3"). It might show the next scheduled step or time. Use the x icon (with caution) to manually remove the contact from a specific workflow if necessary (e.g., if they've opted out verbally or the sequence is no longer relevant).
  • Memberships Offers: (Relevant if using Memberships for agent training or client resources - See Chapter 11). Shows the specific Offers that grant this contact access to your online Courses or Communities. Use + Grant Offer or the x icon (if you have admin privileges) to manage their access to specific membership content.
  • Engagement Score: (Relevant if Lead Scoring feature is enabled and configured by admin). May display a calculated score indicating the contact's level of engagement based on their interactions (email opens/clicks, website visits, etc.).
  • Do Not Disturb (DND) Status (CRUCIAL for Compliance): Displays the DND status for various communication channels. Look for toggles or indicators (often Red = DND ON/Blocked, Green = DND OFF/Allowed) for channels like Email, SMS, Call, GMB, FB Messenger. Activating DND for a channel BLOCKS outbound communication on that channel for this contact. Manually toggle ON/OFF based on explicit requests or to correct errors (but always respect rules for system-triggered DND like STOP replies - see 3.18).