All of your contacts will be listed on the "Contact" List. The full function of what you can do to each of your contacts will be available once you selected a user.

Typically, each contact will have the same details. This page would contain basic contact information and the functions that Fieldnotes offers. 

Each contact has a "quick view" and a "full view". 

On the Quick View, the lead's basic information will be present (name, phone, email) as well as other fields available inside the system. If you wish to send an email, or a text message (premium add-on), schedule an appointment, create notes or view the timeline

On the Full View, you should be able to edit and add information about the lead and basically get the full view of everything about the lead.

Here, you'll see Notes, the Timeline, Tasks, applied Action Plan(s), Conversations between the lead and Annette (AI), and our new feature, the Home Search.

If you have any questions, email us at