---
title: The contact preview
description: Check someone, log what happened or reply to them from the preview panel, without leaving your list.
search:
  keywords: [preview panel, side panel, slide out, quick view, next contact, previous contact, keyboard]
related:
  - /contacts-and-leads/contact-record
  - /contacts-and-leads/search-filter-and-sort
  - /timeline-notes-and-logging
  - /tasks-and-reminders
---

Click anyone on **Contacts** or **Leads** to open their preview on the right of the screen. To open their full record in a new tab instead, hold <kbd>⌘</kbd> on a Mac or <kbd>Ctrl</kbd> on Windows and click their name.

![A contact preview panel open next to the Contacts list](/blume-assets/content/docs/03-contacts-and-leads/images/contact-preview.png)

The preview opens beside the list.

## What's in it

- Their name, email and phone, with **Email**, **Call** and **Log interaction**. **Email** shows when they have an email address and **Call** when they have a phone number. **Call** hands the number to your computer's or phone's calling app.
- **Lead type**, **Source**, **Budget** and **Last contact**.
- **Lead stage**, with how long they have been at it.
- **Deals**, if they have any. Click one to open it.
- **Next action**: their next open task. Click the circle to mark it done, or **Set one** if there isn't one.
- **Latest activity**: the last three things that happened. **Open timeline** shows everything.
- A reply box at the bottom, once you have exchanged an email with them. It answers the latest one.

## Move through your list

1. **Go to the next person**

    Use the up and down arrows at the top of the preview, or the up and down arrow keys. The preview follows your list as filtered and sorted, across pages, and shows where you are, such as "3 of 48".

2. **Open the full record**

    Click **Open full record** for the timeline, notes, tasks and everything else.

3. **Close it**

    Press <kbd>Esc</kbd>, click the X, or click outside the preview.

:::tip
To delete someone from the preview, click the more button (the three dots) beside **Log interaction**, then **Delete contact**.
:::
