Contact Details

While managing contacts within your CRM, you possess significant control and flexibility over their data. Within each individual contact card, you have the ability to add or remove tags, incorporate them into automation processes, initiate calls, send messages, compose emails, and perform numerous other actions. This level of customization and management allows for a more personalized approach to your contacts, ultimately enhancing communication and fostering stronger relationships.

Upon clicking on a contact, the first detail you'll observe is the contact's name prominently displayed in the designated area. This feature is crucial when navigating through various contacts, as it enables you to quickly confirm whose information you're presently modifying. By clearly displaying the contact name, you can efficiently manage and edit individual records while minimizing the risk of making unintentional changes to the wrong contact.

To switch between contacts while remaining in this view, you can effortlessly navigate through them by clicking on the blue back arrow. This streamlined approach allows for seamless movement between different contact records, enabling you to efficiently manage and update each contact's information with ease.

In the left panel, you'll discover a comprehensive display of the contact information. The specific details presented will vary based on the panel you are currently viewing. This dynamic layout ensures that relevant data is readily available, enabling you to efficiently manage and update contact information tailored to the selected panel.

In this interface, you will notice several distinct tabs. Each tab contains unique information pertaining to individual contacts. We will provide a concise overview of the data housed within each tab, allowing you to navigate through them with a clearer understanding and enhanced ease.

The "Contact" tab serves as the default selection, displaying essential information such as the contact's name, email, and phone number.

In addition to these basic details, this tab also features more intricate data, including tags, opportunities, and workflows associated with each contact. This comprehensive view allows for efficient management and a deeper understanding of your contacts' profiles.

As you scroll through this section, you'll be able to view various data and information related to the specific contact. Each tab is designed to display information unique to its purpose, ensuring that you have easy access to relevant details tailored to the selected tab, ultimately enabling efficient management of your contacts.

The Active Campaigns Workflows section provides a drop-down menu displaying all the ongoing campaigns and workflows that a contact is currently involved in. This tab also enables you to add a contact to a campaign or workflow directly.

The drop-down menu provided will display a comprehensive list of all the past campaigns and workflows that the contact was once involved in. This historical overview allows you to gain valuable insights into the contact's previous engagements, helping you better understand their journey and interactions with your organization.

In this section, you can view all the existing opportunities associated with this contact, as well as their current statuses. Additionally, you have the option to add contacts to new or ongoing opportunities, streamlining the process of managing and tracking potential business prospects for each individual contact.

In the Contact Creation Details section, you can find concise information about how a specific contact was created. This includes details such as the contact's source and the date they were added to the system, providing valuable context for managing your contacts more effectively.

The General Info tab allows you to input additional contact information, such as a contact's business name, address, and website details. This section helps you maintain a comprehensive record of your contacts, ensuring all relevant information is easily accessible when needed.

The Additional Info tab houses all custom fields related to a contact. Custom fields, if you're not familiar with them, are user-defined data points created within the settings area. These fields can be added to forms and surveys to capture specific information unique to each contact. This feature allows for greater customization and personalization in managing your contacts' information.

In the messages panel section, you can view your entire message and conversation history with a particular contact. All messages and calls that run through your CRM will be displayed here for that contact. This feature provides an easy way to keep track of your communication with clients and customers, ensuring that you have a complete record of all interactions.

Within the message header, there is an array of options and buttons available for you to select from. These choices allow you to customize and tailor your communication efforts, ensuring that the content and presentation align with your specific needs and preferences, ultimately enhancing the overall effectiveness of your messaging.

Upon clicking the small phone icon, an automatic phone call will be initiated with the contact you are currently viewing. This convenient feature eliminates the need to manually input a phone number, allowing for a more efficient and seamless way to place a call to your desired contact.

If you want to assign a particular contact to one of your employees or team members, you can click the Assign Contact button. This feature allows you to assign the contact to a registered user in your CRM, helping you manage your work better and streamline your team's communication.

You can mark messages as either read or unread by clicking the corresponding button in the message header. This feature helps you keep your messages organized and front-of-mind, preventing any tasks or priorities from slipping through the cracks.

To send messages in the messaging header, you first need to select the message type and then compose your message. This feature allows you to communicate with your contacts efficiently, providing a quick way to respond to any questions, concerns, or inquiries they may have.

On the far right side of any contact section, you'll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact.

The contact information panel includes four tabs - Activity, Task, Notes, and Appointment, each providing more control over different aspects of each contact in your CRM.

Contact activity is essential when tracking where the contact visited your website, how they contacted you (via email, phone, or text), and even when they made a purchase.

In the Activity tab, you can see the historical data and a timeline of your contact's activity, including any website interactions. Remember, you will not see any website information here unless your website is built inside of this CRM.

Attribution is a very important tool when understanding where your contact FIRST interacted with your company, and where they LAST interacted with your company.

Using the Task tab, you can create tasks for each contact manually. To create a task, you need to assign it to a registered user in your CRM. This feature allows you to stay organized and manage your to-do list efficiently.

The Notes tab enables you to take notes for each contact, which can be a vital tool when dealing with customers and new leads. Creating a note is as easy as selecting the tab and entering the information. Each note has a timestamp and can be edited later, so you can keep track of all relevant information about each contact.

In the Appointment tab, you can schedule appointments for contacts. To schedule an appointment, you first need to create calendars in your CRM. This feature allows you to schedule appointments for sales, customer support, or any other purpose, making it easier to manage your appointments and stay organized.