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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)
  • 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.

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Deal participants

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Assigning deal owners

  1. Click on the current owner’s name or avatar
  2. Search for a team member in the dropdown
  3. Select the new owner to reassign the deal

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Managing points of contact

  1. Click “Add point of contact” (+) to associate contacts with the deal
  2. Select from existing company employees or create a new contact
  3. 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.

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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 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.

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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 enriched on-demand but fully editable.

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Managing employments

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.

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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.

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Pending enrichment

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.

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When enrichment happens

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.

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Manual enrichment options

While waiting for automatic enrichment, you have two options:
  1. Add information manually: You can directly edit any field in the context panel to add or update contact information
  2. 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.