The Right Panel: Manage Contacts, Appointments, and Opportunities

While you're replying to a contact, you often need to update their details, check their upcoming appointment, or glance at the deal they're tied to. The right panel in a conversation puts all of that next to the message thread so you never have to leave it.

Opening it

The panel sits on the right side of a conversation and can be expanded or collapsed depending on how much screen space you want for the message thread itself.

What you can do from it

• Contact details — view and edit the contact's name, phone, email, assigned owner, tags, campaigns, and Do Not Disturb setting.
• Appointments — book a new appointment, view upcoming and past ones, and reschedule, all without switching to the calendar module.
• Opportunities — create a new opportunity, view existing ones tied to the contact, and edit their details right there.

Why this is useful

Without this panel, you'd normally have to jump between Contacts, Calendars, and Opportunities in separate tabs while a client is actively messaging you. Having it all inline means you can update a tag, book a follow-up call, or move a deal forward in the middle of a live conversation without losing your place.