Documentations
- Quick Start
- Set up your Team
- Task Management
- Dashboard
- Categorizations
- Lead Scoring
- Client Management
- Manage Entity
- Contacts
- Add Contacts
- Edit Contact Profile
- Bulk Edit Contacts
- Contact History
- Form Submissions Contacts
- Add Notes to Contacts
- Associate Appointments with Contacts
- Contacts – Call History
- Read Emails Associated with Contacts
- Manage Documentation Associated with Contacts
- Manage Duplicate Contacts Entries
- Monitor Lead Score Logs of Contacts
- Manage Quotes with Contacts
- Manage Invoices with Contacts
- Associate Deals with Contacts
- Associate Campaigns with Contacts
- Associate Contacts with a Company
- Assign Manager to a Contact
- Leads
- Add Leads
- Edit Lead Profile
- Bulk Edit Leads
- Lead History
- Form Submissions Leads
- Add Notes to Leads
- Associate Appointments with Leads
- Read Emails Associated with Leads
- Manage Documentation Associated with Leads
- Manage Duplicate Leads Entries
- Monitor Lead Score Logs of Leads
- Manage Quotes with Leads
- Manage Invoices with Leads
- Associate Deals with Leads
- Leads – Call History
- Associate Campaigns with Leads
- Associate Leads with a Company
- Assign Manager to a Lead
- Prospects
- Add Prospect
- Edit Prospect Profile
- Bulk Edit Prospects
- Prospect History
- Form Submissions Prospect
- Add Notes to Prospects
- Associate Appointments with Prospects
- Read Emails Associated with Prospects
- Manage Documentation Associated with Prospects
- Manage Duplicate Prospects Entries
- Monitor Lead Score Logs of Prospects
- Manage Quotes with Prospects
- Manage Invoices with Prospects
- Associate Deals with Prospects
- Prospects – Call History
- Associate Campaign with Prospects
- Associate Prospects with a Company
- Assign Manager to a Prospect
- Customers
- Add Customer
- Edit Customer Profile
- Bulk Edit Customers
- Customer History
- Form Submissions – Customers
- Add Notes to Customers
- Associate Appointments with Customers
- Read Emails Associated with Customers
- Manage Documentation Associated with Customers
- Manage Duplicate Customers Entries
- Monitor Lead Score Logs of Customers
- Manage Quotes with Customers
- Manage Invoices with Customers
- Associate Deals with Customers
- Customers – Call History
- Associate Campaigns with Customers
- Associate Customers with a Company
- Assign Manager to a Customer
- Companies
- Add Company
- Edit Company Profile
- Companies History
- Add Notes to Companies
- Associate Deals with Companies
- Associate Appointments with Companies
- Manage Documentation with Companies
- Manage Quotes with Companies
- Manage Invoices with Companies
- Associate Campaigns with Companies
- Companies – Call History
- Delete Company Record
- Marketing Automation
- Emails
- Marketing Lists
- Forms
- Landing Page
- Email Campaigns
- Campaign Management
- Sales Pipeline
- Deals Management
- Add Deals
- Tagging Deals
- Switch Deals View
- Filtering Deals
- Customize Deal Stages
- Delete Deals
- Export Deals
- Add Notes to Deals
- Add Appointments to Deals
- Add Documents to Deals
- Associate Campaigns with a Deal
- Associate Quotes with a Deal
- Associate Invoices with a Deal
- Associate Products with a Deal
- Associate Deals with Pipeline
- Moving Deals Along the Sales Pipeline
- Send Emails from Deals Section
- Deals Activity Feed
- Quotes Management
- Invoice Management
- Payment Link
- Product Catalog
- Workflows
- Custom Fields
- Reports
- Logs
- System Settings
- Billing/Invoices
- Mobile App
- Integrations
Contact Profile
adminThe Contact Profile in the mobile app displays the same information that you can find on the desktop version.
Let us break down the anatomy of the Contact’s profile. It has six tabs:
- General
- Notes
- Appointments
- Emails
- Docs
- Activity
General
The General tab displays general information about the contact and the custom fields.
Notes
The Notes tab displays all the notes and remarks of the interaction that have transpired with your contact.
Appointments
The Appointments tab displays all the tasks scheduled with this contact.
Emails
The Emails tab displays all the incoming from and sent emails (originated from the system) to the clients.
Docs
The Docs tab shows all the documentation uploaded to this specific contact profile.
Note: The docs are read-only version from the mobile app. If you want to upload documentation related to your contact, you have to perform it on the desktop version.
Activity
The Activity tab shows all the system actions that have been performed to this specific contact. You can click ‘View More’ for more details.
