How to Navigate Contact Records

ABOUT THIS LESSON

There are three parts to every Contact record. If you click into a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, communication you’ve had with them, basically a quick snapshot of their history in your system.

Section 1: Contact Information

This section gives you contact information you’ve collected such as name, email, phone address, and more. It also tells you what campaigns, opportunities, and other system sections have been applied for this person. (This will also contain any custom fields you’ve created.)

Section 2: Communication

Here you can view SMS and email communication you’ve had with the contact. You can also send SMS and email messages.

You can click the green phone icon to make a manual call to the contact from this section.

You can also click the + Assign to icon to assign the contact to a user (or reassign to another user) in your system.

Section 3: History

This section has 4 tabs - activity, tasks, notes, and appointments. Here you can view a history of actions the contact has taken within the system.

Tasks: Here you can view pending and completed tasks, sorted by user, status, or due date. You can also add new tasks in this tab if you need to schedule a follow up, remind yourself to send some information to the contact, etc.

Appointment: View any scheduled and completed appointments here. You can also add new appointments if you wish to manually schedule something for them.