How To Easily Access A Contact Record From A Conversation
From Conversations, you can easily see a Contact's highlights (like name, phone, and email) as well as click to go directly to their full contact record.
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How To Add An Appointment, Task, Or Note To A Contact
You can easily add a Note, Task, or Appointment to a Contact within their record. Here's how.
Understanding "Activity" Of A Contact
The "Activity" within a Contact record gives you a path and a timeline of how that Contact came into your system. You won't typically use this, but we track it to keep tabs on a variety of performance statistics behind the scenes.
Seeing All Of A Contact's Information ("general info" & "additional info")
There are 3 tabs within a Contact's record that give you an easy snapshot view of the main things you want to know about them and this video goes over those.
Conversation History
Your communications history with your Contacts within Conversations will be kept forever, so never again do you need to come up with some type of email-based organization system to keep track of what you said, who you said it to, and when you said ...
How To Sort, Filter, Remove Conversation Views (with multiple team members)
In most cases, you will only see Conversations going on with the Contacts that you are assigned to. However, in some situations, multiple Users may all have access to see all the Conversations that are going on with all the Contacts. This can lead ...