A tour of the record profile

In this article:

1. The layout
2. Moving between records
3. Quick actions
4. The tabs
5. The details rail
6. Contact methods and source badges
7. Lists and the "Shared with" panel
8. Record descriptions
9. Frequently asked questions

The record profile is where you'll spend most of your time in the Model Match CRM. It's the full page for a single person or company: their details, production data, and every note, task, meeting, call, and email your team has logged.

Open a profile by clicking any row in the People or Companies table. (Right-clicking a row also offers a Quick view, a slide-out panel for skimming records without leaving the table.)

The layout

The profile is a two-column page:

• Left: the details rail. The record's identity and editable details: name, status, tags, Owner, contact methods, and every attribute value.
• Right: the tabs. The record's working surfaces: Overview, Activity, Notes, Tasks, Production, and Team or Relationships.

On phones, the profile collapses to a single column with a bottom-sheet tab navigator. Everything works the same; it's just stacked.

Moving between records

The profile header includes a previous / next pager that walks through records in the exact order of the table you came from, respecting your filters and sorting. Filter your list to your call-down targets, open the first record, and page through them one by one.

Quick actions

Next to the status picker, five quick actions cover the most common work:

• Email: opens the email composer addressed to the record. 
• Note: jumps you into the note composer.
• Call: starts a click-to-call session. 
• Add task: creates a task on the record.
• Add to list: opens the list picker.

Email and Call are disabled (with an explanatory tooltip) when the record has no email address or phone number on file.

The tabs

Overview

The at-a-glance summary. It leads with a KPI row tailored to the record type:

• Loan Officers: Producer Tier, Referral Concentration, Transferability.
• Real Estate Agents: Producer Tier, Side Focus, Referral Concentration.
• Mortgage Companies: Total Volume, Units, Head Count Growth.
• Branches: Volume, Units, Team Size.

Below that: Open Tasks, Scheduled Meetings, Last Activity, upcoming items, and the five most recent timeline entries.

Activity

The record's full activity timeline: notes, tasks, meetings, calls, emails, and automatic system events (status changes, list additions, sharing changes, and more), with category chips and date-range presets for filtering. A meetings block at the top shows upcoming meetings and a Set Meeting button. 

Notes

A focused view: the note composer plus notes only, without the rest of the timeline.

Tasks

The record's tasks, with a badge showing the open count. 

Production

For linked records, the full Market Insights production view. For manual records, this tab shows a Link to Market Insights prompt instead. 

Team or Relationships

The last tab depends on the record type:

• Companies and Branches get a Team tab: the Market Insights roster of Loan Officers at that organization.
• Loan Officers and Agents get a Relationships tab: their CRM connections, colleagues, and nearby or similar people worth recruiting.

Both include Add buttons to pull people into your CRM or onto your current list.

The details rail

The left rail is fully inline-editable:

• Header: avatar, name (with the sparkle link indicator), status picker, tag picker, and Owner picker.
• Record Details rows: Title, Company, Branch, Company Type, Phone, Email, Description, Location, NMLS, and State License. Click any of them to edit in place.
• View all values expands a searchable browser of every attribute on the record, including custom fields, each with a type-aware editor.

Contact methods and source badges

The rail holds all of a record's contact methods: email, phone, website, address, LinkedIn, Facebook, Instagram, X, YouTube, Zillow, and Realtor. You can add, edit, remove, and label them, and mark one of each kind as Primary.

Every value shows where it came from:

• "Market Insights" badge: the value came from Market Insights.
• "Edited" badge: the value was added or changed by someone on your team.

Clicking an email opens the composer; clicking a phone number starts a call.

Lists and the "Shared with" panel

• Lists section: chips for every list the record belongs to, with an add option. Teammates with manage rights on a list can remove the record from it (with confirmation).
• "Shared with" panel: everyone with direct access to this record, labeled by how they got it: "via mention," "via task assignment," or "shared directly." The record owner or a workspace admin can grant or revoke access here

Record descriptions

New records automatically receive a short, AI-generated description drawn from public web sources. It fills in on its own in the background shortly after the record is created. You can edit it like any other field or regenerate it if it misses the mark, and once you've edited it, it's yours: it won't be overwritten.

Frequently asked questions

Why are the Email and Call buttons grayed out?
The record has no email address or phone number yet. Add one in the details rail and the buttons activate.

Do my teammates see the same profile I do?
Yes. Everyone with access to a record sees the same details, timeline, and history. The one thing that varies is list context: status and tag vocabularies follow the list you're viewing the record in.

Where did this record's description come from?
It was generated automatically from public web sources when the record was created. Edit or regenerate it any time.

Can I walk through my filtered list from the profile?
Yes. The prev/next pager follows the exact order of the table you came from, filters and sorting included. Use j/k or the arrow keys.