Understanding Contact Details in Your CRM

1. Begin by selecting the Conversations section.

Start by navigating to the Conversations section to begin exploring contact interactions.

2. Look for the section titled Contact Details.

Identify and click on the section labeled ‘Contact Details’ to access specific information.

3. Identifier whether the contact is a Lead or a Customer.

Determine if the contact is categorized as a Lead or a Customer within the CRM.

4. Click here to view complete contact details.

Click to view a comprehensive profile of the contact’s personal and interaction data.

5. A new page will open, presenting detailed contact information.

6. Note down the email information of the contact.

Take note of the contact's email addresses for future communication purposes.

7. Next, review the phone details of your contact.

Examine and record the contact's phone numbers listed in the profile.

8. Verify the ownership and assignee information for the contact.

Check which team member owns the contact relationship and who is assigned to manage it.

9. Add or review the tags associated with the contact.

Manage tags that help categorize and segment the contact for targeted actions.

10. Inspect the active automations on the contact's profile.

11. Set your Do Not Disturb preferences, if applicable.

Adjust settings to respect the contact’s preferences for receiving communications

12. For importing bulk data, explore the CSV import section.

13. Make note of the contact's creation date and time.

14. Review the contact's complete details once more.

15. Move to the Appointments tab to check any upcoming events.

16. Inspect the Opportunity tab for potential business information.

17. Review and manage your tasks under the Tasks section.

18. Lastly, read or add notes about the contact in the Notes section.