The person profile is your dashboard for everything tied to one individual: details, deals, activities, files, and agenda, all on one page.
The header carries the person's name, a Person label, a badge, when the record was last updated, and the Actions menu. The badge shows the record ID by default, and an admin can swap it for up to three of the identifiers your team actually works from — job numbers, account codes, deal values. Click a badge to copy its value. See Pin Key Identifiers to the Header with Badges.
What's on the page
Section
What it shows
Person Details
The key fields for this person — Company, Status, Title, Owner, Source, Type and Summary — alongside running totals such as Total Pipeline and Won Deals. Which fields appear here is customizable, so your account's tile may not match the one above — see Choose Which Fields Appear in the Details Tile
Tags
Labels that group similar people, like "marketing professionals" or "golfers", so you can filter for them later. Sending an email campaign to a tag requires the Grow plan
Deals
Every deal linked to this person, in a table you can set the columns on. To link this person to another deal, see Add People to a Deal
Activity Feed
A running history of emails, calls, meetings and system changes
Custom Fields
Extra fields your account has set up, such as a birthday or a certification
Files
Documents uploaded to the record. Email attachments land here automatically
Contact Info
Name, email, phone and address, plus shortcuts to text the person, map their address, or open their social profiles and a web search. Click an email address to start a message
Agenda
Tasks and events for this person, filtered by assignee and due date
Instant Docs
Build a proposal, invoice or agreement straight from this record — see Instant Docs
Linked Projects
Projects connected to this person
A person can be associated to one company at a time. Changing Company moves them to the new company rather than adding a second one — though a person can still be linked to as many deals as you need. To see the people and deals across a whole corporate group from one profile, link the companies as parent and child — see Link Parent and Child Companies.
Which tiles you see, and in what order, is yours to set — see Rearrange the page below.
Contact or lead
Type is the person's Person Type: Contact or Lead. Both are People records — a lead is someone you haven't qualified yet, and a contact has a deal in the pipeline or history with you. Change it from Person Details whenever the relationship moves on; see Contact or Lead.
Track activities and tasks
Emails, calls, meetings, notes and system changes all land in the Activity Feed. Click Add an activity to log one yourself, and narrow the feed with the All, Activities, Email and System tabs and the date range beside them. Your filters stay on as you move between profiles until you clear them. Admins decide which activity types the account uses.
Tasks and events for this person sit in Agenda, where you can filter by who they're assigned to and when they're due.
Rearrange the page
- Click Actions in the top right corner.
- Select Edit Layout.
- Drag the sections into the order you want.
- Click the eye icon next to any section you want to hide.
- Click Save.
Layout changes are saved for you only. Other users keep their own arrangement.
The Person Details fields, the columns in the Deals table and the badges in the header are all configurable too. Some of that is yours to set, some is controlled by an admin — see Customize Profile Page Layouts for all five layers and who controls each.
Can't see a person?
If someone you expect isn't showing up — or you can see the name but not the deals, activities, or files on the record — that's usually visibility, not a bug. Your admin sets what each team can see, and those settings decide which records appear for you.
Ask your account admin to check your team's visibility settings. They can widen your access, or share the specific record with you.
Need help? Contact support at customercare@pipelinecrm.com.