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Contact Details
Contact Details:
Where to Access Contact Information:
When you initiate a conversation, you'll find the contact details conveniently located on the right-hand side of the page. This section provides essential information such as the contact's name, phone number, and email address. Additionally, it grants access to other features like tags, Do Not Disturb (DND) settings, active campaigns or workflows, and opportunities.
Contact Icon:
To access all the contact details, including form/survey submissions and notes, simply click on the circular icon at the top of the contact card on the right side of the page. This action will direct you to a new page where you can review all your client's information and include additional fields for customer data.
View and Edit Contact Information:
To view or modify a client's details, look to the right of your conversation on the page. There, you will find the customer's name, contact number, and email address. Just click on the specific field you wish to edit. Alternatively, you can designate a team member responsible for them by clicking "Assign to" beneath their name and selecting a team member from the dropdown list that appears.
Add/Edit Tags:
To attach tags to a customer's information, click on "Add Tags" below the customer's email on the right side of your screen. Start typing the tag you want to add, and if it already exists, it will appear in a dropdown below your input. If the tag doesn't exist yet, click the plus icon next to the desired tag, and it will be added to your list of tags.
Add/Remove DND:
To set up the Do Not Disturb feature on selected communication channels, click the blue "Configure" button under DND on the right side of the page. You can choose to block all channels or select specific ones that the client wishes not to use for communication.
Enabling DND will prevent any future communication from reaching this contact, even if you instruct the CRM otherwise. Simply disable DND to continue the conversation.
Workflows & Campaigns:
You can view the active workflows and campaigns that the contact is currently involved in under "Active Campaigns/Workflows." If the contact is not currently participating in any workflow or campaign, this section will remain empty. To add the contact to a workflow or campaign, click the "+ Add" button, and a popup will appear for you to enter the necessary details.
List of Active Campaigns and Workflows:
For quick addition of contacts to campaigns and workflows, simply click this button.
Contact Actions:
While engaged in a conversation, you also have the option to perform various actions such as creating a new opportunity for this contact or scheduling an appointment with them.
Current and Previous Opportunities:
Under the "Opportunities" section in the contact card, located under "Active Campaigns/Workflows," you can access information about the contact's current and past opportunities. This makes it easy to track where your customer stands in your sales pipeline. To edit the current opportunity, click on the edit icon resembling a pencil in a square, which will open a popup where you can view and update the opportunity details.
Additionally, if you wish to remove an opportunity from the customer, click the red "Delete" button at the bottom left of the "Edit Opportunity" popup.
Create New Opportunity:
To create a new opportunity for your contact, click the "Create Opportunity" button at the bottom right of the page. A popup will appear, allowing you to fill in the necessary details. Begin by entering the Opportunity Name, selecting a Pipeline from the dropdown menu, choosing a stage from the Select Stage dropdown, and indicating the opportunity status from the Status dropdown. If there is a value associated with this lead, enter it here. Assign the lead to a team member by selecting their name from the Owner's dropdown and input the opportunity source in the Opportunity Source box. Finally, click the green "Add" button at the bottom right when you have completed the details.
Schedule Appointment:
To schedule an appointment for a selected client, click the blue "Book Appointment" button at the bottom of their contact card on the right side of your screen. A popup will appear for you to fill out the necessary details.
Start by choosing the team calendar you wish to assign it to, then select the property time zone, date, and time slot. If you need custom start and end times, click the "Custom" button in the Slot dropdown. Enter a title for your meeting, and if you want to add a description or notes, click on "Show Notes" under "Appointment Title." You can also select a Calendar Default or Custom location from the "+ Additional Preferences" section. If you choose Calendar Default, pick "Confirmed" or "Unconfirmed" from the Appointment Status dropdown. Otherwise, enter your meeting location and select "Confirmed" or "Unconfirmed" from the request status
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