Contact Details

Created by Ezra Weinstein, Modified on Wed, 28 Sep 2022 at 01:56 PM by Hannah Harris

Managing Contact Details


When managing contacts in your CRM, you have a ton of power and control of their data! In each contact card, you can add/remove tags, add them to automation, call, message, email, and so much more!


Contact Name


When you click on a contact, you will first notice that you see the contact name located here. This is important for when you are moving through different contacts, and need to verify who's information you are currently changing.


Cycle Through Contacts In List


To change contacts from within this view, you can simply cycle through them by clicking here.

Contact Details Card


On the left panel, you will find all of the contact information. The information will be different depending on the panel that you are currently looking at.


Different Contact Tabs


Here you will see a few different tabs. Each tab has different information on each contact. We will briefly discuss the data found in each tab so you have a better understanding when navigating to each one.


Contact Info Tab


The default tab is the "Contact" tab. This tab shows the basic information like name, email, phone, etc.
This tab also has more complex data like tags, opportunities, and workflows.


Contact Data


By scrolling through this area, you can see the different data and information for this customer. Each tab will have data and information specific to that tab.


Active Campaigns & Workflows


This drop-down will show you all the ACTIVE campaigns and workflows that this contact is currently in. You can also use this tab to add a contact to a campaign or workflow!


Past Campaigns & Workflows


This drop-down will show you all the PREVIOUS campaigns and workflows that this contact is was in at some point.




Here you can see all the current opportunities for this contact and the opportunity statuses. You can also add contacts to opportunities here.


Contact Creation Details


Some quick data about how this contact was created can be found here. You will see the creative source and creation date of the contact.


General Info Tab


In the general tab, you can add contact information regarding their business name, address, and website information.



Additional Info Tab


The additional info tab is where you will find all custom fields. If you are not familiar with custom fields, they are pieces of data and information that you create yourself in the settings area. You can add custom fields to forms and surveys to capture unique data about your contact.


Contact Message Threads


Here you can see your entire message and conversation history with any particular contact. Any and all messages and calls that run through your CRM will show here for the particular contact.


Messaging Header


In the message header, you have a few different options and buttons to choose from.


Call Contact


When clicked, this small phone icon will automatically start a phone call with the contact you're looking at. This is a quick way to call a contact without having to input a phone number.

Assign Contact


If you want to assign any particular contact to one of your employees or team members, you can click this button and assign the contact to a registered user in your CRM.


Mark Messages As 'Read/Unread'


If you would like to mark messages as read or unread, you can simply click this button. This helps keep messages organized or front-of-mind.


Sending Messages


Just like in the conversations section of your CRM, you send messages by first selecting the message type, and then composing the message.


Contact Information Panel


On the far right of any contact section, you will see more details about the contact.


Different Information Tabs


These tabs are shown here to give you more control over each contact in your system, and allow you to perform different actions for each contact.


Contact Activity Tab


Contact activity is incredibly important when tracking where the contact visited your website when they called, texted, emailed, etc, and even when they purchased.


Contact Activity History


Here you can see historical data and a timeline of your contact's activity. Remember, you will not see any website information here unless your website is built inside of this CRM.


Contact Attribution


Attribution is a very important tool when understanding where your contact FIRST interacted with your company, and where they LAST interacted with your company.


Contact Tasks Tab


You can create tasks manually for each contact by using the "task" tab. When creating a task, you will need to assign the task to a registered user in your CRM.


Contact Notes Tab


Notes can be a vital tool when dealing with customers and new leads. Taking notes for each contact is as easy as selecting this tab and creating a new note. Each note will have a time and date for when it was created and can be edited later.


Contact Appointment Tab


You can also schedule appointments for contacts by selecting this tab. In order to schedule an appointment, you will first need to create calendars in your CRM. Scheduling appointments for sales, customer support, or anything else has never been easier!


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