Overview of Contact Management

In your CRM, managing contacts offers extensive control and customization over their information. Within each contact's profile, you have the ability to add or remove tags, include them in automated processes, initiate calls, send messages, draft emails, and perform various other actions. This high level of flexibility allows you to tailor your interactions, ultimately leading to more effective communication and stronger relationships.

Contact Name Display

When you select a contact, their name is prominently displayed at the top of the screen. This feature is essential for ensuring you are editing the correct contact’s information. By clearly showing the contact name, you can efficiently navigate and manage individual records, reducing the chances of mistakenly modifying the wrong profile.

Navigating Between Contacts

To move between contacts without leaving the current view, you can simply click the blue back arrow. This easy navigation feature allows you to switch between different contact records effortlessly, enabling you to update and manage each contact’s details smoothly.

Contact Details Panel

On the left side of the screen, you will find a detailed display of the contact’s information. The specific data shown varies depending on the panel you have selected, ensuring that relevant details are readily accessible for effective contact management.

Exploring Different Contact Tabs

Within this interface, you will see several tabs, each containing unique information about the contact. We’ll provide a brief overview of what each tab includes, helping you navigate through them with better clarity and ease.

Contact Info Tab

The "Contact" tab is the default view, presenting key details such as the contact’s name, email, and phone number. It also includes more detailed information like tags, opportunities, and workflows associated with the contact. This comprehensive overview allows for efficient management and deeper insights into each contact’s profile.

As you scroll through this section, you can view various data related to the contact. Each tab is designed to focus on specific types of information, making it easier to access the details you need for effective contact management.

General Info Tab

The General Info tab allows you to add additional contact details, such as the contact’s business name, address, and website. This section helps you maintain a thorough and organized record of all important information related to your contacts.

Additional Info Tab

The Additional Info tab contains all custom fields related to the contact. These custom fields are user-defined data points that can be added to forms and surveys to capture specific information unique to each contact. This feature allows for greater personalization and better management of contact details.

Actions

Tags

You can manage tags associated with the contact’s details here, making it easy to organize and categorize your contacts.

Active Campaigns & Workflows

In the Active Campaigns & Workflows section, you’ll find a drop-down menu listing all the campaigns and workflows the contact is currently part of. You can also add the contact to new campaigns or workflows directly from this tab.

Past Campaigns & Workflows

This section provides a drop-down menu listing all the past campaigns and workflows the contact was involved in. Reviewing this historical data offers valuable insights into the contact’s previous engagements with your organization.

Opportunities

In the Opportunities section, you can view all the current opportunities linked to the contact, along with their statuses. You can also add the contact to new or ongoing opportunities, simplifying the process of managing potential business prospects.

Offers

Here, you can select the product or service offer the contact has subscribed to, helping you quickly identify what the contact has purchased.

Change Password

This section allows you to change or reset the passwords associated with products the contact has purchased. You can also send an email notification to the contact with the updated password information.

Do Not Disturb (DND)

The Do Not Disturb (DND) feature enables you to exclude a contact from one or more communication channels. DND settings can be applied to specific channels like Facebook, SMS, Calls, Emails, Google My Business, and WhatsApp once they are integrated with the system.

Contact Creation Details

The Contact Creation Details section provides essential information about how the contact was created, including the source and date of creation. This context helps you manage your contacts more effectively.