The context panel in FirstQuadrant provides enriched, editable insights into each contact, their company, and any associated deals. It supports both users and the AI by offering structured data, related contacts, and custom properties to personalize engagement and streamline workflows.
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)
Name (deal name, only visible when different from the company name)
Owner (team member responsible for managing the deal)
Points of Contact (contacts associated with this deal)
Please note that some of these fields are only visible when you are looking at a specific deal or company, but not from the overview page such as Actions and Contacts.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.
Click “Add point of contact” (+) to associate contacts with the deal
Select from existing company employees or create a new contact
Remove contacts by clicking the Delete icon on their avatar
Display behavior: When more than 4 contacts are associated with a deal, the first 4 are displayed with a “+X” button that shows the remaining contacts in a tooltip on hover.
Status (Active, Inactive)—see the 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 enriched on-demand when FirstQuadrant determines it’s needed (e.g., when the contact is added to a campaign, send an email, or when other activities occur). 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.
You can manage a contact’s employment information through the three-dot menu (…) next to the company information. This menu provides several options:Delete employment
Removes the contact from the current company
Both the contact and company remain in the system
Any deals associated with this employment will be removed
Add another company
Allows the contact to be associated with multiple companies simultaneously
Useful for contacts who work at multiple companies or have side projects
Creates a new employment record without affecting existing ones
Replace company
Changes the contact’s primary company association
Removes them from the current company and adds them to a new one
Removes them from any deals associated with the current company
Requires confirmation before proceeding
Go to company
Navigates to the company’s dedicated page for detailed management
Note: When managing employments, consider the impact on associated deals and activities. Deleting or replacing employments may affect campaign targeting and deal tracking.
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
Note: For a deeper dive into how related contacts work and how they are determined, refer to the article: Understanding related contacts. It includes examples and best practices for using this feature effectively.
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.
Note: For more details on how to use properties effectively, see the article Using custom properties. It covers how to structure properties for segmentation, personalization, and automation workflows.
When you see “Pending enrichment” in the context panel, it means that FirstQuadrant has not yet enriched the contact with additional information from external sources.
FirstQuadrant intelligently enriches contacts when there’s a specific reason to do so, such as:
When a new email is received from the contact
When a sequence is being created in a campaign
When a task is completed for the contact
When the contact starts nurturing
When any other activity occurs that would benefit from enriched data
This smart enrichment approach ensures that FirstQuadrant only invests resources in enriching contacts when there’s a clear business need, rather than enriching every contact immediately upon creation.
While waiting for automatic enrichment, you have two options:
Add information manually: You can directly edit any field in the context panel to add or update contact information
Trigger immediate enrichment: Click the “Enrich contact” button to manually trigger the enrichment process immediately
Note: Even when enrichment is pending, you can still use all other features of FirstQuadrant normally. The contact will be enriched automatically when the system determines it’s necessary for your workflow.
