Contacts Overview

The Contacts work area gives you a full picture of business contacts that are associated with an account or an opportunity. It also shows standalone contacts.

You can interact with a contact right from the work area and see all the scheduled appointments and tasks with a contact. From the Contacts work area, you can:

• View all your contacts.

• View contact summary.

• Send a contextual email.

• Make a call.

• View the LinkedIn and Eloqua profile.

• View activities.

• View opportunities.

• View leads.

• View service requests.

Contacts Landing Page

The Contacts landing page shows you the list of contacts you own. You can search for a contact and click it to see the details.

Contact Information

Contact information includes basic details, such as job title, work phone, email, and the account they're associated with. The related information, such as opportunities, leads, and service requests, is shown in the panel view.