Contact Profiles

A contact in ChartMogul is a person with a current or past relationship with your business. A contact can be associated with a customer or exist on their own.

Each contact has a profile page. There you can view and edit their details, manage their tasks and sequences, and review their activity.

To open a contact's profile, select their row in a contact list. Or select :open-page~gray: Open contact next to their name in the Contacts section of a customer profile.

Read-only team members can view contact information. Staff, Admins and Owners can update it. Read more about roles and permissions.

Here's what we cover in this article:

Sections of a contact profile

A contact profile consists of the header, the side panel and the Activity feed.

The header shows the following contact information:

  • Contact name – The contact's first and last name, if present.
  • Last seen – How long ago the contact was last active. Hover over the value to see the exact date and time. If the contact has never been active, this shows Never. ChartMogul gets this information from ChartMogul.js, HubSpot, Intercom or the API.
  • Signed up – How long ago the contact signed up. Hover over the value to see the exact date and time. This is usually the date the contact was created in ChartMogul, but it can also come from ChartMogul.js.

If the contact is associated with a customer, the header also shows some customer details:

Team members without access to analytics see a lock icon instead of MRR and ARR.

Select :chartmogul-ai~gray: ASK AI to open ChartMogul AI in a panel next to the profile. It takes the contact into account when answering your questions.

Side panel

The side panel holds the contact's tasks, sequences, details and custom attributes. Select :collapse~gray: next to the avatar to hide or show the panel.

Select the triangle next to a section heading to collapse or expand it. To reorder sections, hover over a section to reveal a drag handle, then drag it to a new position. Your layout is saved for you only and doesn't affect other team members.

Tasks

This section lists the tasks associated with this contact. Learn more.

Select ADD TASK to create a task for this contact.

Sequences

This section shows the sequence the contact is currently enrolled in. Learn more.

Select ENROLL to start a sequence for this contact. You can also enroll contacts from their customer's profile.

To enroll a contact, you need a connected email account, the contact needs an email address, and they can't already be in an active sequence.

Details

This section shows the contact's information. Select any editable field to update it.

  • Customer – The customer this contact is associated with, if any. Select the name to open the customer profile. You can also connect a standalone contact to a customer, or disconnect the contact from its customer.
  • First name
  • Last name
  • Job title
  • Email
  • Phone number
  • LinkedIn
  • Twitter (X)
  • Note
  • ID – The contact's UUID, generated automatically by ChartMogul. You can't edit this field.

ChartMogul keeps a history of changes to contact details. Learn more.


Custom Attributes

This section shows additional data points added to this contact. Select any field to edit its value. Learn more.

Select MANAGE ATTRIBUTES to manage all custom attributes for contacts.

Activity

The Activity feed shows everything related to this contact, newest first. If there's nothing yet, the feed shows No activity yet.

Select :outline-filter~gray: Filter activity to choose which activity types to show:

  • Threads – Emails exchanged with this contact.
  • Calls – Calls logged with this contact.
  • Notes – Notes added to this contact.

  • Comments – Conversations between team members about this contact.

    Events – Task and sequence events for this contact:

    • Sequence events – Emails sent and tasks created for this contact as part of a sequence.
    • Task events – Tasks associated with this contact.

Check All to show every activity type, or All events to show both sequence and task events. Hover over a type and select Only to show just that type.

To add to the feed, use the buttons in the Activity header:

  • Select :outline-email-message~gray: New email to write an email.
  • Select :outline-call~gray: Log a call to record a call.
  • Select :outline-note~gray: New note to add a note.
  • Select :outline-comment-thread~gray: Add comment to start a comment thread.

Select :font-visible~gray: Hide comments or :font-invisible~gray: Show comments to control whether comment threads appear in the feed.

Moving a contact to another customer

You can move a contact that's associated with a customer to a different customer.

To move a contact:

  1. Go to the contact's profile.
  2. Select the :dots~gray: dots next to the contact's name in the header and choose Move to another customer.
  3. Under Customer to move into, search for and select the customer.
  4. Select CONFIRM AND MOVE.

You can't move a contact that isn't associated with a customer, or a contact that's enrolled in a sequence. To move an enrolled contact, unenroll them from the sequence first.

You can also move a contact from the Contacts section of a customer profile.

Deleting a contact

Deleting a contact is permanent. It removes the contact's data and any of their emails stored in ChartMogul. Your email inbox isn't affected. To restore a deleted contact, you'll need to reimport your data.

To delete a contact:

  1. Go to the contact's profile.
  2. Select the :dots~gray: dots next to the contact's name in the header and choose Delete contact.
  3. Select DELETE to confirm.

You can also delete a contact from the Contacts section of a customer profile.


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