You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.
Contacts are automatically created when you add them to deals or when they go to deals automatically. You can also add them through the "Contacts" tab.
How to Add a Contact
Go to the "Contacts" section and click Add contact.
Select a team member to assign to manage this contact. Then, enter the contact’s information. In the "Messenger" field, you can insert a phone number or username in the messenger. When you click on the icon you will be redirected to a specific messenger to chat with your client.
You can also add attributes for the contact: add tags, fill in fields or create a new field.
To add a new field, click Add field. Then, enter a name and select the field type.
Click Add Contact.
Now the contact will be available for selection when you are creating deals.
Also, contacts in your CRM database are created automatically when creating deals.
How to View your Contact List
To view your list of contacts, go to the "Contacts" section.
This list displays all of the contacts that you created manually in the "Contacts" section, added when creating a deal, and those that were added with the automatic source of the deal.
On the page, you will see the name of the contact, their contact details, the number of deals to which the contact has been linked, tags, and contact fields.
To show or hide contact fields, click on the three dots and mark the fields.
How to Filter Contacts
You can filter the list of contacts displayed on the screen.
To do this, go to the "Contacts" section, click "Filter," and select the filter conditions.
You can filter contacts by the date, the team member, contact data (first name, last name, email, phone number), source, messenger, and tag.
How to View Contact Information
Click on a contact to view information about them. On the right, you will see the person responsible for managing this contact. If necessary, you can reassign a team member to manage a particular contact in this menu.
Next, the customer's contact information is displayed. If necessary, you can change the phone, add tags and a profile in the selected messenger to communicate with your client.
Next, there are the contact fields. You can add preferences and contact details for personalized communication via email, SMS, and chatbots.
On the right, you can leave comments about the contact. Below is the history of your interactions with a contact and any previous comments. You can choose to display the entire history or only display comments.
How to Reach a Client
You can reach out to the client directly from the contact card via chatbot or email.
The button "Send via chatbot" will be available if the contact is subscribed to one of your linked chatbott. Then you can click Open chat and go to the chat.
You can also send an email the contact — to do this, click Send email.
When configuring the transfer of contacts to mailing lists, you can configure automations and filter segments using variables.
You can also use triggers "Creating a deal" or "Changing deal status" to start automations.
You can also include these triggers in the conditions of autoflows and create personalized scripts — add a script branch based on whether or not a contact’s status has changed or you have created a deal.
How to Set Up Contacts
To customize your contacts, go to "Contacts" > "Settings" section.
How to Export Contacts
You can export contacts manually or configure automatic exports of all your CRM contacts to a mailing list for bulk or automatic email campaigns.
Learn more: «How to Export Contacts»
Last Updated: 03.08.2021