History, files, and tags¶
An unconverted lead, contact, or organization workspace keeps current details, open work, completed relationship history, and supporting files together. Converted leads retain an audit and point to the contact that received their relationship history. Opportunity workspaces use a narrower layout with a separate stage history.
Read a record workspace¶
Open a lead, contact, organization, or opportunity. The exact tabs depend on the record type, your permissions, workspace configuration, and installed modules. Common areas include:
| Area | Use it for |
|---|---|
| Overview | The most useful current facts and a preview of related work on leads, contacts, and organizations. |
| Activities | Calls, meetings, and to-dos. Relationship records default to open work; opportunities offer their available activity views. |
| History | Completed work, notes, email, and other relationship events on unconverted leads, contacts, and organizations. Opportunities show stage history and linked email. |
| Opportunities | Sales work connected to a contact or organization. |
| Relationships | Typed links between contacts or the parent-and-child hierarchy of organizations. |
| Documents | Private uploads and connected-provider documents on leads, contacts, and organizations. Opportunity documents are managed from Edit. |
Use Edit for current facts. On a lead, contact, or organization, use Add note for dated relationship context that should remain in History. Schedule an activity when the information needs an owner or a future action.
Review the relationship history¶
On a lead, contact, or organization, open History to see events in time order. Use the Type selector to focus on email, calls, meetings, tasks, notes, or other available entries. Select an activity to open its full details; select linked email to read the conversation when your mailbox access permits it.
On unconverted leads, contacts, and organizations, activities move from Activities to History when completed. A follow-up created during completion remains in Activities as open work. After lead conversion, this relationship history lives on the contact and the lead keeps only qualification and conversion evidence. On an opportunity, open and completed activities stay available from Activities; History explains stage changes and linked email instead.
Organize documents¶
Open Documents, then choose Upload files. Uploaded files are private and inherit the permissions of the record they are attached to.
Use file actions to:
- open, download, or copy a link;
- attach the file to an email or send a copy;
- flag an important file so it stays easy to find;
- rename it or move it into a folder;
- move a contact file to its organization when the file belongs at account level;
- remove it from private storage.
Choose New folder to organize a large document set. Deleting a folder moves its contents up one level; it does not delete the files. Removing a file is a separate permanent action.
Documents supplied by a connected provider appear in their own section. Their available actions and status depend on that provider connection.
Use tags as shared signals¶
Contacts and organizations have separate tag vocabularies. In the record's details area, choose Edit tags to select existing tags or create a new one. Tags are best for visible, reusable signals such as “Referral” or “Key account”—not for notes, secrets, or a one-time follow-up.
To tag several records at once, select them on the list and choose Add tag. Existing assignments are skipped.
Connect related people and organizations¶
On a contact's Relationships tab, choose Add relationship, select the other contact, and choose the relationship type. Optional details can record when the relationship began or add a short note.
Organizations can show parent and child structure. Keep that hierarchy for account structure; use contact relationships for person-to-person context.
Keep sensitive material in the right system
Do not place passwords, tokens, private keys, or recovery codes in notes, tags, or documents. Use your organization's approved secret manager.