Managing Contact Information

When it comes to handling contacts in your CRM, you have extensive control and flexibility over their data. Within each contact card, you can add or remove tags, integrate them into automation processes, initiate calls, send messages, compose emails, and execute various other actions. This high level of customization and management facilitates a personalized approach to your contacts, ultimately improving communication and fostering stronger relationships.

Contact Name

Upon clicking on a contact, the primary detail visible is the contact's name prominently displayed in the designated area. This feature is crucial for efficiently navigating through different contacts, enabling you to quickly confirm whose information you're currently modifying. Clearly displaying the contact name ensures effective management and editing of individual records while minimizing the risk of unintentional changes to the wrong contact.

Navigating Through Contacts in List

To seamlessly switch between contacts while staying in this view, you can easily navigate through them by clicking the blue back arrow. This streamlined approach allows for smooth movement between different contact records, facilitating efficient management and updating of each contact's information.

Contact Details Card

In the left panel, a comprehensive display of contact information awaits. The specific details presented 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.

Different Contact Tabs

Within this interface, several distinct tabs are noticeable. Each tab contains unique information about 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

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 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.

Contact Data

As you scroll through this section, various data and information related to the specific contact become visible. Each tab is designed to display information unique to its purpose, ensuring easy access to relevant details tailored to the selected tab and enabling efficient management of your contacts.

General Info Tab

The General Info tab enables 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 unfamiliar, 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, allowing for greater customization and personalization in managing your contacts' information.

Actions

Tags

You can add tags to the contact's details in this section.

Active Campaigns & Workflows

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.

Past Campaigns & Workflows

The drop-down menu provided displays 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.

Opportunities

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 contact.

Offers

Select the product offer the contact subscribed to in this section. It helps you easily identify what product each contact subscribed to.

Change Password

You can change or reset passwords to products offered here and also send email notifications to the contact's email.

Do Not Disturb (DND)

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

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.