How to add and use contacts?
Contacts are individuals who represent the account you do business with. An account is a company that you share business interests with.
- Getting your contacts into the product
- Finding your contacts
- Bulk Actions
- Contact details page
Getting your contacts into the product
- The first step is to import the contacts. You can do it automatically using our CRM for web library or manually through import, the Quick Add button, and via phone conversations, and also the chat widget.
- When contacts are created with their email addresses, their social profiles and display picture are auto enriched.
Finding your contacts:
- From the Contacts tab, you can choose any one of the views you’d like from the Contact views drop-down, sort the results and filter them, to see a list of refined Contacts.
- There are 7 default views, 3 sample custom views, and marketing lists that are provided. These views are editable and can be saved as new views or deleted permanently if need be.
- If you’d like to narrow your search results further, you can add filters of your choice and sort the Contacts by their contact scores, lifecycle stage, status, and the time when they were created, updated, and last contacted.
- Every search criteria can be saved as a custom view to keep you from modifying the filters over and over again.
Bulk Actions:
- You can send a bulk email, assign the contacts to another user, merge contacts, update contact fields and delete contacts. To do so, select the contacts by clicking the checkbox beside their names from the Contacts list view page.
- From the bulk actions tray, choose the desired button to perform the required action on the selected contacts.
Contact details page
A quick glance at the details page of contact gives you all the data you need to tailor your conversation to meet their business requirements.
- When you click on a contact, you are directed to the contact's details page.
- You can find the contact’s picture, deals - along with their lifecycle stage, score, customer fit rating, deal value, recent conversations, and recent activities. You can also find other details such as Phone number, Email, Source, Time zone, Owner, and Location of the contact.
- The contact’s marketing-related details such as subscription type and subscription status are also displayed here. Apart from the fields available by default, you can include more custom fields of your choice.
- All contact information can be seen when you click the Edit (View and edit all fields) button.
- You can view the contact’s notes, tasks, and appointments by clicking on the respective icons.
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