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  • The key contact details of the contact

  • The Owner of the contact record (the staff member/agent in charge of the contact)

  • Any properties associated with the contact

  • The last contacted/review details about the contact. You can use this panel update the following details about the contact record without having to click into the record itself:

    • Add a note

    • Set a review action and review date

    • Update the last contacted date as today

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