Contact overlay for opportunities and appointments
We’re making it easier to view and interact with contact details without losing your place. With the new
contact overlay
, clicking a contact’s name from the
opportunities (contact name or conversation icon)
or
appointments
page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This offers quick access to contact information and conversations while maintaining your current workflow context.
Previously, clicking a contact’s name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:
Single-column view:
Opens the left panel of the contact details page alongside conversations and other right-panel features.
Two-column view:
Opens an expanded view with the contact details panel and an extended Conversations view.
Go directly to the Contact details page:
If you prefer the existing experience, you can continue opening the full contact details page directly.
If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, allowing you to continue where you left off. A separate icon is available for users who want to bypass the overlay and open the Contact details page directly.
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The overlay also respects your
contact details page customisations
. If your contact details page has been customised, those same customisations will appear in the overlay, providing a consistent experience across both views.
Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.
The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This results in fewer page changes, better context retention, and faster access to the information you need.
The contact overlay is currently available for
opportunities and appointments
. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.