Contact Information Overview

When engaging in a conversation, the contact's details can be found on the right side of the interface. This area not only displays essential contact information but also allows you to perform actions such as creating new opportunities or scheduling appointments, all while continuing your conversation seamlessly.

Contact Information

This section provides a summary of key details, including the contact's name, phone number, and email address. It also offers quick access to additional features like tags, Do Not Disturb (DND) settings, and any active campaigns or workflows the contact is involved in. 

Accessing Full Contact Details

To view comprehensive information such as form submissions, survey responses, and notes, click the circular icon at the top of the contact card located on the right side of the screen. This action will take you to a detailed page where you can access and update all relevant client data. 

Viewing and Editing Contact Details

To review or modify a client’s information, simply glance to the right of your conversation window. You'll find fields such as the customer’s name, phone number, and email address. By clicking on any of these fields, you can update the information directly. Additionally, if you need to assign this contact to a team member, click on "Assign to" under their name and select the appropriate team member from the dropdown menu.

Adding and Editing Tags

To add tags to a contact’s profile, click on "Add Tags" located beneath the contact’s email on the right side of your screen. Begin typing the desired tag; if it already exists, it will appear in a dropdown menu. If the tag is new, simply click the plus icon next to it to add it to your list of tags. 

Managing Workflows and Campaigns

Under the Active Campaigns/Workflows section, you can view the workflows and campaigns in which the contact is currently participating. If the contact isn’t part of any workflows or campaigns, nothing will be displayed. To add the contact to a new workflow or campaign, click the “+ Add” button. A popup window will appear, allowing you to input the necessary details. 

Viewing Current and Past Opportunities

To track current and previous opportunities for a contact, look under the Opportunities section within the contact card, just below Active Campaigns/Workflows. This section helps you monitor where the customer stands in your pipeline. To edit an existing opportunity, click the pencil icon (edit button), which will open a popup where you can view and update the opportunity. If you need to delete an opportunity, simply click the red "Delete" button at the bottom left of the popup. 

Creating a New Opportunity

To initiate a new opportunity for a contact, click the "Create Opportunity" button located at the bottom of the right-hand side of the screen. A popup will appear, prompting you to fill in the necessary details. Start by entering the Opportunity Name, then select a pipeline from the "Select Pipeline" dropdown and choose a stage from the "Select Stage" dropdown. After that, pick a status from the Status dropdown and, if applicable, enter the value associated with the lead. You can also assign the opportunity to a team member by selecting their name from the Owner’s dropdown and specifying the source of the opportunity in the Opportunity Source box. Once all details are filled in, click the green "Add" button to save the opportunity. 

Scheduling an Appointment

To schedule a meeting with a client, click the blue "Book Appointment" button at the bottom of their contact card on the right side of your screen. A popup will appear, allowing you to enter the necessary details. Start by selecting the team calendar to which the appointment will be assigned, followed by the property timezone, date, and time slot. To set custom start and end times, select "Custom" in the Slot dropdown. You can also add a title, description, or notes for the meeting by clicking on "Show Notes" under Appointment Title. Additionally, you can choose a Calendar Default or Custom location under "+ Additional Preferences." If you opt for Calendar Default, select either "Confirmed" or "Unconfirmed" from the Appointment Status dropdown; otherwise, input the meeting location and choose the appropriate status.