Locating Appointments for a Contact

Contact Details Panel

On the right-hand side of any contact’s page, there’s a detailed information panel. This panel is crafted to provide comprehensive control over each contact in your system, enabling you to execute various actions tailored to individual contacts.

Information Tabs Overview
The contact information panel is divided into four sections: Activity, Task, Notes, and Appointment. Each of these tabs offers specific functionalities to manage different aspects of your contacts within the CRM.

Tracking Contact Activity
The Activity tab is crucial for monitoring where a contact has engaged with your website, how they reached out (via email, phone, or text), and even their purchase history.

Activity History Overview
Within the Activity tab, you’ll find a history log and a timeline showcasing all activities of the contact, including any website interactions. Note that website data will only be visible if your site is integrated within the CRM.

Understanding Contact Attribution
Attribution is a vital tool to comprehend where a contact first and last engaged with your company. This insight helps in tracking the journey of the contact within your ecosystem.

Managing Contact Tasks
The Task tab allows you to manually assign tasks for each contact. To create a task, it needs to be assigned to a registered CRM user. This functionality is key for staying organized and managing your tasks efficiently.

Keeping Notes for Contacts
The Notes tab is where you can add notes for each contact, which can be indispensable when managing customer interactions and following up with leads. Adding a note is straightforward, with each entry timestamped and editable, ensuring you can maintain a complete history of interactions.

Scheduling Appointments
The Appointment tab allows you to set up meetings for your contacts. To use this feature, you first need to create calendars within your CRM. This makes scheduling meetings, whether for sales, support, or other purposes, much more manageable.