By clicking on top of the white section of your contact card, you'll have access to the opportunity details. From here, you can easily and quickly manage everything about this contact.

Start by selecting the lead you'd like to edit and click on top of the white card.
It'll open a menu where you can edit these options:

Once the box opens, you'll see the Opportunity section. Here you can edit the opportunity information. It's divided in 2 parts:

After you finish editing, click on Update.

PRO TIP: You're able to delete any opportunity card from this section.

You can manage your appointments from this sections. From here, you can either add new appointments or edit an existing one.

To book new appointments, first select the calendar you'd like to use.

Select "Round Robin" for random owner assignment OR Pick a Team Member.

Choose the date for the appointment on the calendar.

Choose the time slot for the appointment.

Once you finished setting up the appointment, click on "Update" to save it.

PRO TIP: To know when an appointment already exists, check the Appointment Title field, if it has a title, then an appointment has already been created.

This field is typically empty when there is no appointment.

You can change the Calendar by clicking on this dropdown.

Click on the "Day" options to edit the new appointment date.

Click on the "Slot" options to edit the new appointment time.

Once you've finished editing the appointment, click on "Update".

Manage your tasks with an specific contact from this section. You will be able to see all tasks, add new or edit/delete existing ones.

For new tasks, simply fill in the task's title and description.

Choose the assigned user on the "Assign To" Dropdown.

Choose a due date on the calendar.

Once you've finished editing, click on "Update".

To edit a task, first select the task you'd like to edit and click on the edit pencil.
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You'll see the task information on the right side.

Edit the task's name and description if needed.

Change the assignee on the "Assign To" dropdown.

Choose a new due date on the calendar.

Once you've finished editing, click on "Update".

Keep track of important notes and details related to your contacts. In this section, you can add new notes or edit/delete existing ones.

To add any new notes simply type in your notes on the text box, then click on "Save".

To edit existing notes, select the note you want to change, click on the edit pencil and edit the note on the text box.
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Once you've finished editing, click on "Save".
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You also have the option to delete any notes by clicking on the bin icon.