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Structure of the context panel

The context panel is located on the right side of the contact view and is divided into three main sections:

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Deal section

If there’s a deal linked to the contact, the following information is displayed (as available):

  • Status (e.g. Open, Won, Lost)
  • Pipeline (which pipeline the deal is part of)
  • Stage (current stage in the pipeline)
  • Value (deal value in USD or any relevant currency)

You can hover over this section to access a three-dot menu:

  • Rename the deal
  • Delete the deal
  • Copy the deal name

All deal fields are directly editable by hovering and clicking.

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Contact information section

Displays (depending on enrichment quality):

  • Contact’s full name
  • Status (Active, Inactive) – see the helpdesk article Understanding contact status for details on what these statuses mean and how they’re determined.
  • Job title and company
  • Location and time zone
  • Linked social profiles (LinkedIn, GitHub, etc.)
  • Work history (automatically enriched)
  • Email address
  • Phone number (if available)

This data is automatically enriched when a new contact is added to FirstQuadrant. The enrichment process pulls data from multiple public and commercial sources. While mostly accurate, it’s not guaranteed to be 100% correct. You can manually override any field by clicking and editing directly.

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Company information section

Displays (as available):

  • Company name, logo, and description
  • Website and social links
  • Headquarters location
  • Year founded
  • Revenue, funding, employee count
  • Industry tags
  • Languages and tech stack

Just like contact info, company data is automatically enriched but fully editable.

Below the contact data, you’ll see a Related contacts section. These are dynamically identified based on:

  • Working at the same company
  • Being part of the same email threads (e.g. CC’d)
  • Mentioned in conversations with the contact

This allows you to:

  • Quickly switch between related contacts
  • Understand how conversations with one contact might influence others

ℹ️ Note: For a deeper dive into how related contacts work and how they are determined, refer to the helpdesk article: Understanding related contacts. It includes examples and best practices for using this feature effectively.

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Custom properties

You can add new properties to either:

  • The contact
  • The company

These are useful for:

  • Adding custom data (e.g. CRM ID, preferred channel, referral source)
  • Enabling segmentation and personalization
  • Feeding the AI richer data for email generation and automation

You can add predefined field types (e.g. social links) or create entirely custom fields and enrich them using AI.

ℹ️ Note: For more details on how to use properties effectively, see the helpdesk article Using custom properties. It covers how to structure properties for segmentation, personalization, and automation workflows.

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AI access and usage

All data in the context panel is also accessible by FirstQuadrant’s AI. This enables the AI to:

  • Personalize outreach and follow-ups based on job role, company, etc.
  • Use deal stage/value to guide urgency or tone
  • Leverage related contacts for multi-threaded engagement

Keeping this information accurate improves AI performance significantly.