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Person Profile Overview

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Maria Herrell
Updated 2 days ago
The Person Profile page in Pipeline CRM gives you a complete, up-to-date snapshot of your contact. Here, you can view and edit details, track activities, add deals, and even send emails—all from one place.
What You’ll Find on a Person Profile
  • Total Pipeline
    See the total value of all active deals linked to this person.
  • Updated
    Check when this record was last updated.
  • Won Deals
    View the total value of all deals you’ve won with this contact.
  • Company
    See which company this person is associated with.
  • Status
    A color-coded indicator of your current relationship.
  • Title
    The person’s job title.
  • Owner
    The Pipeline CRM user responsible for this contact.
  • Source
    Track how you met this person (great for ROI insights).
  • Type
    Identifies if this person is a Contact or a Lead. 
    Learn more about Contacts vs Leads.
  • Summary
    A quick description—think talking points, preferences, or anything you want to remember at a glance.
  • Tags
    Group similar people for easy filtering (e.g., “marketing professionals,” “golfers”). Note: Email campaigns via tags require the Grow plan.
  • Activities
    Log emails, calls, meetings, and more. Activities are organized by category, and you or collaborators can comment on them. Admins can customize activity types in Account Settings.
    • Filter by Category
      Sort activities by type (like email or phone call). Filters stay active across profiles until you clear them.
  • Custom Fields
    Store extra info such as birthdays or certifications. Admins create these fields, and they appear below activities.
  • Files
    Upload and access files related to this person. Email attachments land here automatically.
  • Contact Info
    Includes details such as name, email, phone number, and address. Click an email to start composing—either in your web client (Start/Develop plan) or within Pipeline CRM (Grow plan).
  • Social Media
    Quick links to Twitter, LinkedIn, Facebook, or Google. Click an icon to visit their page or see relevant discussions.
  • Agenda
    Add or view tasks and events directly from the profile. Use templates to automate recurring tasks.
If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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