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.
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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.
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.
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.
DND: Do Not Disturb (what it is and how to turn it on & off)
DND, or Do Not Disturb, is a simple and powerful way to ensure that a Contact does not receive any additional automated messages. When turned on, you can manually send emails and texts to the Contact, but the system will not send any additional ...
Understanding Contact "Tags" & How They Help You
Tags help you group/classify people at a high level. They also help you see at a quick glance who you may want to spend your time with. Here's how. See Also: Filters & Smart Lists