Contact summary:
At the top you'll see a quick snapshot:
- Total number of webinar registrations
- Number of email conversations
- Date and time of last activity (shown in the contact's local timezone)
Contact details:
The editable fields are:
- First name and Last name
- Phone country code, Phone number, and Time zone
- Notes — a free-text area for internal notes about this contact
The save status ("No unsaved changes.") is shown above the form. When you make a change, click Save / update details to save.
Tags:
Type a tag name in the Tag field, choose a color using the Style picker, and click Add tag. Tags help you organize and segment contacts.
Registrations:
A paginated table (10 per page) showing all webinar registrations linked to this contact, with columns for: Email, First Name, Last Name, Phone Number, Webinar, and Meeting.
Chat history:
A paginated table showing all live chat messages this contact sent during your webinar sessions, with columns for: Sent Date, Username, Message, and Webinar.
Email conversations (right panel):
The right side of the page shows the full email correspondence history with this contact. When no emails have been sent yet, it shows "No email conversations yet — Send the first message below to start a thread with this contact."
Existing conversations appear as expandable threads. Click any thread to read the messages.
Send email — Use the composer at the bottom of the right panel to send an email directly to this contact. Fill in the From address, Subject, and message body using the rich-text editor, then click Send email. Each sent message starts or continues a thread shown in the Email conversations panel above.