A contact's profile gathers everything about one person in one place: who they are, who owns them, what has been said, and what is meant to happen next.
The header
Name, contact details, and the switches you change most often — who the contact is assigned to, whether they are an active lead, and their lifecycle stage. These change in place: no edit screen, no save button.
The cards
| Card | What it holds |
|---|---|
| Company Details | The business they work for, and a link through to it. |
| Classification | Categories, industries, lead sources and tags — how this contact is grouped and reported on. |
| Communications | Every recorded touch, newest first: enquiries, calls, logged conversations, emails, meetings. |
| Notes | What your team has written down, including anything a colleague was @mentioned in. |
| Tasks | What is due, and what has been done. |
| Opportunities | Deals this contact is involved in. |
| Call Lists | Any outbound list this contact is currently on. |
| Marketing | Mailing lists, marketing emails on or off, and the automations they are in. |
| Activity Log | The audit trail — who changed what, and when. |
The controls worth knowing
- Book a meeting puts an event on the CRM calendar against this contact.
- Log a communication records a call or conversation that happened outside Gorilla Dash.
- Create company builds the company record from what is already on the contact, and links them.
- Find phone number looks one up when you only have an email address.
- Marketing emails and Automations switch this contact out of marketing entirely, without deleting anything.
THE COMMUNICATIONS CARD IS THE ONE THAT EARNS ITS KEEP
It is the answer to "has anyone spoken to them?" — the question that otherwise gets asked in a group chat and answered wrongly.