Contact Insights - Detailed Information Panel

Contact Information Panel Overview

Located on the right side of any contact's profile, the contact information panel offers an expanded view of the details related to each contact. This section is designed to enhance your ability to manage contacts efficiently, providing you with options to perform a variety of actions for each individual in your system. 

Information Tabs Overview

The contact information panel is divided into several tabs—Activity, Tasks, Notes, Appointments, Documents, and Payments—each giving you greater control over different aspects of a contact’s profile within your CRM. 

Activity Tab

The Activity tab provides a comprehensive log of your contact's interactions, including website visits, methods of communication (such as email, phone, or text), and purchase history. 

Contact Activity History

Within the Activity tab, you can view a detailed timeline of all interactions with the contact, including any website activities. Note that website data will only be visible if your website is integrated with this CRM.

Contact Attribution

Attribution data helps you identify the first and last touchpoints where a contact interacted with your company, providing critical insights into their journey. 

Tasks Tab

The Tasks tab allows you to manually create tasks or review pending ones. To add a new task, simply assign a title, set a due date, and allocate it to a user within your CRM. This feature is essential for staying organized and on top of your workload. 

Notes Tab

The Notes tab is your go-to for jotting down additional details about each contact. Adding a note is straightforward: just select the tab, click "+Add," and enter your information. Each note is timestamped and can be edited later, ensuring you always have up-to-date information. 

Appointments Tab

In the Appointments tab, you can manage the scheduling of meetings or events for your contacts using the CRM’s calendar. This feature is particularly useful for organizing sales appointments, customer support sessions, or other engagements. 

Documents Tab

The Documents tab serves as a repository for all essential files related to a contact. Whether it’s a contract you’ve sent, a PDF they’ve returned, or any internal documents, you’ll find them here. 

Payments Tab

The Payments tab is where you can track all transactions associated with a contact, such as subscriptions, invoices, or completed payments. The "Charge Now" option allows you to process payments quickly by adding an amount and a brief description during a call. If the contact does not have a card on file, you can add one through this option.