Contact Settings - Quantum Heaps

Overview:- Contact Settings is where admins configure which fields appear on every contact form and detail page, and how contacts move through your pipeline stages. Where to Find It

Click the Settings icon in the bottom-left corner
Select Contact Settings from the sidebar

Two tabs sit across the top: Fields and Stages.
Fields The Fields tab controls which fields appear on the Add Contact form, the contact detail page, and filter panels. Default Fields shows your 10 built-in fields, each with two independent toggles:

Toggle	Controls
Active	Whether the field is visible on forms, the detail page, and filters
Required	Whether the field must be filled in before saving a contact

Field	Type	Notes
Contact Name	Name	Active, Required — includes 1 subfield
Contact Details	Text Area	Active, not Required
Contact Phone Number	Phone	Active, not Required
Contact Email ID	Email	Active, not Required
Contact Address	Address	Active, not Required
Contact LinkedIn	URL	Active, not Required

Click + Add Field to create a custom field beyond the defaults — you’ll select its section and field type, and can set field-level permissions per role at the same time.

Stages

Use the Stages tab to define and manage the pipeline stages contacts move through:

Click Add Stage to create a new stage
Use Guided Mode to add stages by stage type more efficiently
Click the 3-dot menu on any stage to edit or delete it

These stages appear in the Contact Stage dropdown when creating or editing a contact, and as filter values on the Contacts list.

​Stages

Stages