Open any contact from your Contacts list and you land on their page: who they are, everything that has ever happened with them, and what you owe them next. Here is what each part of it does.
Across the top
Back to Contacts returns you to the list, and the previous and next arrows step through it without going back at all.
AI Replies switches Julie on or off for this one contact, leaving the rest of your account alone. If AI replies are turned off for your whole account, the button offers to take you to the setting. If your plan does not include Conversations, the button shows a crown and opens the details of the Conversations add-on.
Delete asks you to confirm first and warns that the contact's whole history goes with them. It is offered to the account owner only.
The left column: who they are
Their photo or initials, their name, and shortcuts to look the person up on Facebook and Google.
Under Details you will find their email addresses and phone numbers, each showing its consent state so you can see at a glance who you are allowed to text. You can edit an email address or phone number right where it is shown. Stage and Assigned can each be changed straight from a dropdown here, with no separate edit screen, along with their source, the date they were added, and any custom fields your account uses.
Tags show the first three with an expander for the rest. Each one can be removed, and when you add a tag it suggests the ones your account already uses, so your tagging stays consistent.
Social Data
Below that sits everything we know about them beyond the lead form: employer, job title, job history with dates, photos, and their social accounts with follower counts. Find re-runs the lookup if you think there is more to get. If we hold nothing on someone, the card is simply absent rather than sitting there empty.
The middle: their whole history
Tabs across the top (All, Notes, Texts, Emails, Calls, Deals and Reports) each carry a count, so you can see how much of each kind of contact there has been before clicking. A tab with nothing in it says so.
Under the tabs, an automation strip tells you whether anything is running for this contact and which step it has reached.
The feed itself runs oldest to newest under day headings. Every entry is one plain sentence with a timestamp, and notes and texts show their message right there. Three things make it worth reading closely:
What they filled in. Each form or lead ad they sent shows the ad or form it came from, whether it was a Facebook lead ad, a Facebook conversion ad or a website form, and everything they entered, name and contact details first. It also says whether this was their first submission or they came back. Where an ad was behind it, View Ad opens the ad.
What happened to the message. Where we know it, each entry carries its outcome: delivered, opened, clicked, dropped, bounced or undelivered. A text that failed says so rather than sitting there looking sent.
Who was responsible. You can tell on sight whether something was done by you, a teammate, Julie, an automation, or an integration such as Follow Up Boss.
Home value reports appear in the feed too, with the address, the estimated value, whether it has been reviewed, when the next email goes out and how many have been sent. The Reports tab opens the full home value panel, showing the same figures as the report management screen. That tab is absent on accounts without home values.
Deals
The Deals tab lists this contact's deals, open ones first, with their value, stage and expected date. You can add a deal, move it to another stage, mark it won or lost, and undo that if you need to. Its count is the number of open deals. For the full picture, see tracking deals.
Adding a note or sending a text
At the bottom of the activity area, one card handles both. Note records something for your own reference: type it and press Add Note. Text sends a text to the contact from right here, from your account's number, and it appears in the feed and in their conversation. If a text cannot be sent to them, for example because they have no mobile number, the card tells you why instead of offering to send.
The right side: property and tasks
Property Intelligence shows what we know about where they live, and tells you plainly when there is nothing to show: no coverage for that area, an address we cannot use, or a Canadian address where the city's own assessment is free.
Under it, Tasks lists what is still open for this contact with due dates, a tick to complete one, a form to add one, and counts of what is due and upcoming. Only a task with a date counts toward those counts. It is the same task list you see elsewhere in StreetText, so nothing gets missed by being on the wrong screen.