When managing contacts in the CRM, you have a lot of control and flexibility over their data. From each contact card, you can add or remove tags, include them in automation workflows, start calls, send messages, write emails, and much more. This makes it easier to take a personalised approach with each contact, improving communication and building stronger relationships.
Contact Name
When you open a contact, the first thing you'll see is their name in the upper left. This helps you quickly confirm whose record you're viewing as you move between contacts.
Cycle Through Contacts In List
To switch between contacts without leaving this view, use the arrow icons to move between records. It's a quick way to cycle through your contact list.
Owner And Followers
You can assign team members as the owner or a follower for the contact, so they're notified promptly when an interaction takes place.
Tags
You can add tags to the contact's details here.
All Fields
The contact record has several tabs, each showing different information. Here's a quick overview of what you'll find in each one.
Contact Info Tab
The "Contact" tab is selected by default and shows the essentials: name, email, and phone number. It also includes tags, opportunities, and workflows associated with the contact. Scrolling through this section gives you a full picture of the contact's profile in one place.
General Info Tab
The General Info tab lets you record additional details such as the contact's business name, address, and website. It keeps all relevant information in one place so it's easy to find when you need it.
Additional Info Tab
The Additional Info tab holds all custom fields for a contact. Custom fields are user-defined data points created in the settings area. They can be added to forms and surveys to capture specific information for each contact, giving you more flexibility in how you record and manage contact data.
Contact Creation Details
This section shows how a specific contact was created, including their source and the date they were added. It's useful context when managing and reviewing your contacts.
Audit Logs
Click the Audit Logs button to see a detailed record of this contact's activity.
Do Not Disturb (DND)
DND stands for "Do Not Disturb". It lets you remove a contact from one or all communication channels. DND can be set per channel (FB, SMS, Calls, Emails, GMB, WhatsApp) once they are integrated with the system.
Actions
Workflows
- Active: The Active Automation section shows a dropdown of all ongoing campaigns and workflows the contact is currently in. You can also use this tab to add a contact to an automation directly.
- Past: The dropdown lists all campaigns and workflows the contact has previously been part of. This gives you a useful overview of their history and past interactions with your organisation.
Client Portal
- Course Offers: View the offers the contact has subscribed to. You can grant or revoke access by selecting an offer from the dropdown or clicking the "x" next to the relevant offer.
- Community Groups: Choose from a list of available community groups or course offerings and assign them to the contact for easier management and tracking.
Managing your contacts thoroughly gives you the tools to keep information organised and stay engaged with each person. Whether you're adding tags, managing automations, or updating contact details, the contact record is designed to make customer relationship management straightforward and efficient.