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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 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
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.

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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.
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.

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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.