Contact Details - Messages Panel

Contact Message Thread

In this section, you have a view of your complete message and conversation history with a specific contact. All messages and calls that pass through your CRM system will be displayed here for the selected contact.

Messaging Header

Within the message header, you will find several options and buttons available for you to select from.

Call Contact

By clicking on the small phone icon, you can instantly initiate a phone call with the contact you are currently viewing. This convenient feature allows you to call a contact directly without the need to manually enter their phone number.

Assign Contact

To assign a specific contact to one of your employees or team members, simply click on this button. You can then assign the contact to a registered user within your CRM system.

Mark Messages As 'Read/Unread'

To manage the status of your messages, whether to mark them as read or unread, you can conveniently click on this button. This feature aids in keeping your messages organized or easily accessible when needed.

Sending Messages

Similar to the messaging process in the conversations section of your CRM, you can send messages by first selecting the message type and then composing your message. This allows you to tailor your communication based on the specific type of message you want to send.

Contact Information Panel

Towards the right side of any contact section, you will find additional details pertaining to that specific contact.

Different Information Tabs

The displayed tabs provide you with enhanced control over each contact within your system, enabling you to execute various actions specific to each contact.

Contact Activity Tab

Tracking contact activity is of utmost importance as it provides valuable insights into their interactions with your website, such as visits, calls, texts, emails, and even purchases.

Contact Activity History

Within this section, you can access historical data and a timeline depicting the activity of your contact. It's important to note that you will only see website information if your website is integrated within this CRM platform.

Contact Attribution

Attribution plays a vital role in understanding the initial and most recent points of interaction between your contact and your company. It provides valuable insights into the channels or touchpoints through which the contact first and last engaged with your business.

Contact Tasks Tab

To create tasks for individual contacts, you can utilize the "task" tab. When creating a task, you will be required to assign it to a registered user within your CRM system. This allows for efficient task management and delegation within your team.

Contact Notes Tab

Notes play a crucial role in managing customer interactions and new leads. Creating notes for each contact is a simple process of selecting the designated tab and generating a new note. Each note will include a timestamp indicating its creation date and time, and can be edited at a later point if necessary.

Contacts Appointment Tab

In addition, you have the option to schedule appointments for your contacts by accessing the corresponding tab. To schedule an appointment, you will need to create calendars within your CRM system. This streamlined process makes it effortless to schedule appointments for sales, customer support, or any other purposes you may require.