Record view

A record page is where everything Zero knows about one company, person or deal comes together. Open one from a list, from search, or from a link in chat: /{workspace}/records/{companies|contacts|deals}/{id}.

Three parts — a header, a row of tabs, and the properties panel on the right — and most of the layout is yours to arrange.

Header

The name is editable inline, next to the logo or avatar (click it to upload your own). After it come a type badge and pills for the most relevant related records — a contact's company and deals, a deal's contacts. Where there is more than one, the pill becomes a dropdown listing them with their stage, value or job title.

The ⋯ menu offers Add deal, Add to list, and Add contact on a company; Add to deal, Add to list, and Unlink from company on a contact; Add to list and Add contact to deal on a deal; and Delete record on all three.

A deal missing properties its stage requires shows an Incomplete badge; clicking it opens Missing required properties so you can fill them in without leaving. Which properties a stage requires is set in Pipelines.

Top right:

• Send message (shortcut E) on contacts and deals opens the message composer.

• Record chats lists the chat conversations that were started from this record.

• Trigger agent manually runs one of your agents against this record.

• Run enrichment refreshes the enriched properties for the record.

Tabs

• Overview — the related records and, if the record has one, its Sticky note.

• Activity — the chronological feed of everything that happened on the record. See Activity feed.

• Notes, Tasks, and Files — each shows a count of the items attached to the record. The Notes tab splits into Notes and Meeting notes. See Notes, Tasks, and Files.

Overview is built from collapsible sections, and which appear depends on the record type:

Section	Where it appears	What it holds
Quotes	Deals	The deal's quotes, with + to add one
Company	Contacts	The contact's company, with a button to add or change it
Deals	Companies, contacts	The record's deals
Contacts	Companies, deals	The record's contacts, each with its own activity indicator
Regular lists	All three	The lists the record is in; click to add or remove
Sequences	Contacts	The sequences the contact is enrolled in
Funding	Companies	Funding rounds from the company profile; collapsed by default

Click a section title to open or close it. Section and tab order are fixed.

Properties panel

Two sections on the right.

Touchpoints charts the record's activity over time, with a legend for Emails, Meetings, Activities, LinkedIn and Slack — drag across it to zoom into a period, and use the arrows to step through. It is the quickest way to see when a relationship was busy and when it went quiet.

Properties is the editable list of standard and custom properties, all editable in place and copyable.

On a deal whose view has required properties turned on, a Required for next stage · <stage> block sits below the list flagging what the current stage still leaves empty. It sits outside the view, so reordering or hiding properties never touches it.

Adjusting the layout

The panel itself

Drag the panel's left edge to resize it; the width is remembered. When the page gets narrow — with the chat pane open, say — the panel moves below the record rather than beside it. Touchpoints and Properties each collapse by clicking their title, and stay collapsed next time.

Which properties are shown

• Add property — the + button above the list opens a searchable list of every available property, standard and custom. Tick the ones you want.

• Reorder — drag a property by its name to move it up or down.

• Hide property — the eye icon on a property row removes it from the panel.

• Resize the labels — drag the divider between a property's name and its value to give long names more room.

Saved property selections

The menu at the top right of Properties holds the saved property selections for this record type — companies, contacts and deals each have their own set. Selections are labelled Private (yours alone) or Default (what everyone starts from), and the copy and pencil buttons duplicate or edit one. You can edit your own; admins can edit anyone's.

When you add, reorder or hide a property, Unsaved changes and the save controls appear at the bottom of the Properties panel:

• For your own private selection, Save for me updates it.

• For a shared selection you can edit, Save changes opens two choices: For everyone updates the shared property list; Only for me opens a dialog to save a private copy, leaving others' properties unchanged.

• For a shared selection you cannot edit, Save for me opens the private-copy dialog.

• For properties that have not been saved as a selection, Save properties offers Only for me or For everyone, then opens the naming dialog. A shared selection becomes available to everyone; it changes their default only if an admin turns on the default setting.

• Discard restores the saved properties.

Save shown properties and New property selection in the menu also open a dialog for:

• Name for this property selection.

• Let everyone use this selection — off makes it private to you.

• Show by default for everyone — admins only, and only on a shared selection. This is what teammates get when they have not picked a selection themselves; setting a new default clears the old one.

• Show required properties — deals only. Adds the Required for next stage block described above.

The same dialog picks and reorders the selection's properties. When editing a saved selection, the delete button removes the selection while keeping the properties and their values.

Layout choices are per record type. A view saved on deals does not change what you see on companies or contacts.

The sticky note

Sticky note is a rich-text property like any other: add it from Add property, write in it from the properties panel. Once it has content it also appears at the top of Overview, editable there, with @-mentions for contacts and companies — a good place for the one thing everyone should read before touching the account.