Records overview

This article provides an overview of the three record types in FirstQuadrant—Deals, Contacts, and Companies. It explains how to navigate, filter, and manually manage records, as well as how these records support but do not replace daily sales execution, which is driven through the Actions list.

Introduction

In FirstQuadrant, “Records” are the structured directories that help you look up historical data across deals, contacts, and companies. There are three types of records:

• Deals
• Contacts
• Companies

You can access all three from the left-hand side navigation bar. These record views are not designed for day-to-day interaction or pipeline management but rather serve as a reference for past and ongoing interactions. Daily management and progression of opportunities should be done via the Actions list.

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Deal records

Overview

Deal Records provide a structured table of all deals in your system. For each deal, you can view:

• Name
• Pipeline
• Stage
• Status (Open, Won, Lost, etc.)
• Deal value (displayed in the side panel when selected)

Info: The Deal Records page intentionally does not offer a Kanban-style sales pipeline view. FirstQuadrant’s AI automatically progresses deals through the funnel, so users are not expected to manage deal stages manually.

You can customize how much or how little information is displayed in the table using the Display button at the top right of the screen.

Deal details view

Clicking on a deal opens a detailed view that includes:

• All communications with any associated contact(s)
• Company-level metadata
• Deal pipeline and status
• Internal notes and activity logs

This gives you a full audit trail of how the deal originated, developed, and is progressing.

Filtering and search

You can filter deals using the filter dropdown for attributes like pipeline, stage, status, and value. You can also use the search bar to quickly locate specific deals.

Manual deal creation

Although deals are typically created automatically by the system, you can also manually create a deal. To do so:

1. Click “New deal” on the top right of the Deals page.
2. Select the company, deal name, pipeline, owner, and deal value.
3. Click “Create deal” to save.

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Contact records

Overview

The Contact Records page is one of the most critical views in FirstQuadrant. It lists all the contacts in your database, including their:

• Name
• Associated company
• Status and tags

A total contact count is visible at the top of the page.

You can customize which columns are shown or hidden in the table using the Display button in the top right corner.

Filtering and views

You can:

• Filter contacts using system or custom properties
• Access different saved views via the dropdown (e.g. “High frequency contacts,” “Website signups,” “Replied Feb 2025-now”)
• Create new views based on filters
• Access previous imports

Info: Creating and managing views—including how to build custom filters, and understand the strategic purpose of saved views (like segmenting follow-up priorities or isolating high-performing lead sources)—is explained in a dedicated helpdesk article.

Manual contact creation

You can manually add a new contact by clicking “New contact” in the top right and entering an email address and, optionally, a note.

Contact details view

Clicking a contact opens the contact profile page, which includes:

• Contact information (name, email, role, etc.)
• Communication history
• Associated deals and companies

Info: The contact page—including timeline activity, enrichment data, communication threads, and contact-specific settings—is covered in more depth in its own helpdesk article.

Automatic contact deduplication

FirstQuadrant automatically detects and merges duplicate contacts. The continuously looks at recently created contacts to identify potential duplicates based on intelligent patterns. When duplicates are detected with high confidence, the system automatically:

• Merges the contacts into a single record
• Preserves all communication history and activities
• Combines employment and company associations
• Creates an item in the conversation history showing the merge reasoning

This automatic deduplication ensures you never lose track of conversations or have fragmented communication histories across duplicate records. The merge process is intelligent - it only combines contacts when there’s strong evidence they represent the same person, preventing accidental merges of different individuals who happen to share similar names.

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Company records

Overview

Company Records show you a directory of all companies in your database. Each row includes:

• Company name
• Website (if available)
• Associated contacts and deals

Filtering and manual creation

You can filter companies and manually add a new company by clicking “New company” in the top right corner. You will be prompted to enter:

• Company name
• Website URL

You can also customize the column display using the Display button on the top right.

Company details view

Clicking into a company record will show:

• Company information (industry, size, funding, etc.)
• All communications with anyone from the company, regardless of deal or contact association

This view helps you track all touchpoints across a company, even when not tied to a specific contact or deal.