Records
Records overview
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.
Introduction
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
Deal records
Overview
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.
Deal details view
Clicking on a deal opens a detailed view that includes:- All communications with any associated contact(s)
- Company-level metadata
- Deal pipeline and status
- Internal notes and activity logs
Filtering and search
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.Manual deal creation
Although deals are typically created automatically by the system, you can also manually create a deal. To do so:- Click “New deal” on the top right of the Deals page.
- Select the company, deal name, pipeline, owner, and deal value.
- Click “Create deal” to save.
Contact records
Overview
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
Filtering and views
You can:- Filter contacts using system or custom properties
- 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.
Manual contact creation
You can manually add a new contact by clicking “New contact” in the top right and entering an email address and, optionally, a note.Contact details view
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.
Company records
Overview
Company Records show you a directory of all companies in your database. Each row includes:- Company name
- Website (if available)
- Associated contacts and deals
Filtering and manual creation
You can filter companies and manually add a new company by clicking “New company” in the top right corner. You will be prompted to enter:- Company name
- Website URL
Company details view
Clicking into a company record will show:- Company information (industry, size, funding, etc.)
- All communications with anyone from the company, regardless of deal or contact association
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ViewsViews in FirstQuadrant are a powerful way to segment your contacts based on shared attributes. They enable sales teams to run more targeted campaigns, apply fine-tuning rules selectively, tailor nurturing flows, or export specific subsets of contacts. This article explains the concept of segmentation, how views work, how to create and use them, and why they're crucial for efficient sales execution.
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