The Contact Profile feature allows you to view and edit all the default and custom fields on a contact, as well as perform various actions with that contact. This can be a convenient way to manage your contacts and stay organized.

View and edit contact fields: You can view and edit all the default and custom fields for a contact, including their name, email, phone number, address, and any other information you've collected.

Call, text, or email an individual contact: You can easily call, text, or email a single contact directly from their profile, without having to search for their information.

Add notes: You can add notes to a contact's profile to record important information or follow-up tasks.

Schedule appointments: You can schedule appointments with a contact directly from their profile, using a built-in calendar feature.

Update pipeline status: If you're using a sales pipeline to track the progress of your deals, you can update the status of a deal directly from the contact's profile.

Send contacts for digital signature: You can send documents to a contact for electronic signature directly from their profile.

Send invoices: You can create and send one off or recurring invoices to a contact directly from their profile.

Upload attachments: You can upload files or documents to a contact's profile for easy reference.

See all recent activity: You can view all recent activity for a contact, including total touches listed by calls, texts and emails. Also see the latest touches listed by user.

Copy or move the contact to another group: You can easily move a contact from one group to another, or copy them to multiple groups at once.

Add or remove tags: You can use tags to label or categorize your contacts, and the Contact Profile feature allows you to easily add or remove tags from a contact.

Unsubscribe a contact's email or place on your internal Do Not Call list: You can use the Contact Profile feature to unsubscribe a contact from your email list, or to add them to your internal Do Not Call list.

Delete contact record: You can use the Contact Profile feature to delete a contact from your account.

The Contact Profile feature provides a central location for managing and interacting with individual contacts. Whether you need to view and edit contact information, schedule appointments, send documents for signature, or take other actions, the Contact Profile has the tools you need.