This article provides an overview of the three record types in FirstQuadrant—Deals, Contacts, and Companies. It explains how to navigate, filter, and manually manage records, as well as how these records support but do not replace daily sales execution, which is driven through the Actions list.
In FirstQuadrant, “Records” are the structured directories that help you look up historical data across deals, contacts, and companies. There are three types of records:
Deals
Contacts
Companies
You can access all three from the left-hand side navigation bar. These record views are not designed for day-to-day interaction or pipeline management but rather serve as a reference for past and ongoing interactions. Daily management and progression of opportunities should be done via the Actions list.
Deal Records provide a structured table of all deals in your system. For each deal, you can view:
Name
Pipeline
Stage
Status (Open, Won, Lost, etc.)
Deal value (displayed in the side panel when selected)
Info: The Deal Records page intentionally does not offer a Kanban-style sales pipeline view. FirstQuadrant’s AI automatically progresses deals through the funnel, so users are not expected to manage deal stages manually.
You can customize how much or how little information is displayed in the table using the Display button at the top right of the screen.
You can filter deals using the filter dropdown for attributes like pipeline, stage, status, and value. You can also use the search bar to quickly locate specific deals.
The Contact Records page is one of the most critical views in FirstQuadrant. It lists all the contacts in your database, including their:
Name
Associated company
Status and tags
A total contact count is visible at the top of the page.You can customize which columns are shown or hidden in the table using the Display button in the top right corner.
Access different saved views via the dropdown (e.g. “High frequency contacts,” “Website signups,” “Replied Feb 2025-now”)
Create new views based on filters
Access previous imports
Info: Creating and managing views—including how to build custom filters, and understand the strategic purpose of saved views (like segmenting follow-up priorities or isolating high-performing lead sources)—is explained in a dedicated helpdesk article.
Clicking a contact opens the contact profile page, which includes:
Contact information (name, email, role, etc.)
Communication history
Associated deals and companies
Info: The contact page—including timeline activity, enrichment data, communication threads, and contact-specific settings—is covered in more depth in its own helpdesk article.
FirstQuadrant automatically detects and merges duplicate contacts. The continuously looks at recently created contacts to identify potential duplicates based on intelligent patterns. When duplicates are detected with high confidence, the system automatically:
Merges the contacts into a single record
Preserves all communication history and activities
Combines employment and company associations
Creates an item in the conversation history showing the merge reasoning
This automatic deduplication ensures you never lose track of conversations or have fragmented communication histories across duplicate records. The merge process is intelligent - it only combines contacts when there’s strong evidence they represent the same person, preventing accidental merges of different individuals who happen to share similar names.
