How do I view contact details without leaving Opportunities or Appointments?

The contact overlay lets you check a contact's details and conversation history while you work in your pipeline or appointment list. You stay on your page instead of jumping to the full contact record and back, which is handy when you are reviewing tomorrow's in-home assessments or moving referrals through your pipeline.

Open the overlay

1. Go to Opportunities, or go to Calendars and open the appointment list view.
2. Find the opportunity or appointment.
3. Click the contact's name or icon. The overlay opens on top of your current page.
4. Review the contact details and conversations.
5. Click the X to close it and continue where you left off.

Choose a view

Use the layout control at the top of the overlay:

• Single column: a compact view of contact details and tools.
• Two column: contact details next to a larger conversation area.
• Go to Contacts Page or the Open contact in new tab icon: opens the full contact record.

Common questions

• Where can I use the overlay? From Opportunities and the appointment list view.
• Does it match my contact page layout? Yes. It follows the layout your admin set for the contact detail page.
• Can I get back to my page after opening the full record? Yes. You can navigate back to where you were.

Have a question about your own account? Submit a ticket and our team will follow up.