Reading a contact profile

Click any row in the Contacts list to open that person's profile. It is the single place where their details, their history with you and their access all sit together.

Details save as you type. The first card holds two dropdowns and a grid of text fields. Lifecycle status is either Lead or Customer. Marketing status is Unconfirmed, Pending confirmation, Subscribed, Unsubscribed, Bounced or Spam, and it decides whether email can reach them at all. Below that are name, phone, address and similar fields. There is no Save button, changes are written when you leave a field, and a small toast confirms it.

You can also set a profile photo by clicking the round avatar, which opens your media library.

Notes are internal. Write anything you want to remember about this person. Notes are only ever visible to you inside the workspace, never to the contact.

The activity timeline merges two histories. CRM events and email events appear in one stream, newest first, up to the 60 most recent entries. You will see things like Added manually, Submitted a form, Subscribed, Status changed, Tagged, Note added and Access granted, alongside Email sent, Email delivered, Opened email, Clicked a link, Email bounced, Marked as spam and Unsubscribed. Email rows are labelled with the campaign name, or with Automation email when they came from a sequence.

The right column is the summary rail.

• Tags and Lists are chip pickers. Click a chip to attach or detach it, or type a name in the box below to create a new one on the spot.
• Membership shows whether this person has a usable member login, since when, and which page access tiers they hold.
• Orders shows lifetime value at the top, totalled per currency across paid and cancelled subscription orders, then the 20 most recent orders with their status. Refunds are excluded from the lifetime figure.
• Automations lists the runs this contact was enrolled in, how many steps actually fired, and whether the run is Running, Completed or Stopped. See Automations and sequences.
• Info carries Source, Created, Last activity, an Engagement badge derived from last activity, plus Consent date and Lead score when they exist.

To delete, use the dots menu at the top right. Re-importing the same email address restores the contact.