Contact Details - Overview

While managing contacts within your CRM, you possess significant control and flexibility over their data. Within each contact card, you can 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.

Contact Name

Upon clicking on a contact, the first detail you'll observe is the contact's name displayed in the upper left-hand. This feature is crucial when navigating through various contacts, as it lets you quickly confirm whose information you are modifying.

Cycle Through Contacts In List

To switch between contacts while remaining in this view, you can effortlessly navigate them by clicking the arrow icons. This streamlined approach provides seamless movement between different contact records.

Owner And Followers

You can assign your team members as the owner or follower for the contact, so they are notified with priority when an interaction happens.

Tags

You can add tags to the contact's details here.

All Fields

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

Contact Info Tab

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 will 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.

General Info Tab

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.

Additional Info Tab

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.

Contact Creation Details

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.

Audit Logs

Access detailed information on this contact's activity by clicking the Audit Logs button.

Do Not Disturb (DND)

DND is also known as "Do Not Disturb". It allows you to remove a contact from one or all communication channels. DND can now be set to individual channels (FB, SMS, Calls, Emails, GMB, WhatsApp) once they are integrated with the system.

Actions

Opportunities

The Opportunities tab allows you to create (1) or view (2) opportunities connected to this contact. Clicking the add button allows you to link the contact to already existing opportunities as well.

Workflows

1. Active: The Active Automation section displays a drop-down menu of all ongoing campaigns and workflows in which a contact is currently involved. This tab also enables you to add a contact to an automation directly.
2. Past: The drop-down menu will display a comprehensive list of all past campaigns and workflows in which the contact was previously involved. 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.

Client Portal

1. Course Offers: View the offers to which the contact has subscribed here. You can grant or revoke access as needed by selecting the Offer from the dropdown or clicking the “x” beside the relevant offer, respectively.
2. Community Groups: Choose from a list of available community groups or course offerings and assign them to the selected contact for streamlined management and tracking.

The comprehensive management of your contacts provides you with the tools to effectively organize and utilize contact information. By navigating through various tabs and sections, you can ensure that each contact is accurately maintained and engaged. Whether you’re adding tags, managing automation, or updating contact details, these features allow for a tailored and efficient approach to customer relationship management.