Contact Details - Information Panel

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!