Getting to know the Contact Database:

Taking a look at the Contact page, within the toolbar section you will have the access to the following informations:

1. Visitors: See how many customers are visting your website on a daily basis.
2. Leads: See how many potential future customers there are.
3. Customers: The customers you are currently in contact with.
4. Companies: Copmanies you are currently in contact with.

Below the toolbar section you will be greeted with a few options to filter your Contact even more so you can narrow your results :

1. Filter by Segments: You can see contacts from specific Segments you have created.
2. Filter by Tags: You can see contacts from specific Tags you have created.
3. Filter by Integrations: You can see contacts from specific channels you have integrated.
4. Filter by Brand: You can see contacts from specific Brand you have created.
5. Filter by Forms: You can see contacts that have filled out certains Forms.

Customer's Contact Information:

From the Contact's page select the Customers tab from the toolbar on top of the page and you will be able to see all the customers that has been connected and registered (as seen above). By clicking on the Customers you will be taken to their Contact Information page. Within the left hand area of the Contact Information you will see the following informations:

1. Code: The code that has been assigned to this customer.
2. Primary Email: The primary email that is used to communicate with the customer.
3. Primary Phone: The primary phone number that is used for communication.
4. Position: The customer's position within the organization/company.
5. Owner: The name of the team member that registered this contact.
6. Department: The department of the customer.
7. Pronoun
8. Birthday
9. Subscriped: Yes/No
10. Description: Description of the customer.

Within the main area of the Contact Information page you will be able to see the following:

1. New note: Be able to add note about the customer.
2. New message: Send a direct message to the customer from the platform.
3. New email: Send a personalized email directly to the customer from the platform.
4. Activity history: See the history of the customer on the platform.
5. Notes: See the notes that have been added to the customers.
6. Conversation history: See the history of the conversation you had with the customer.
7. Email history: See the email history of the customer
8. Task history: See if any tasks have been created that links to this customer.
9. SMS: See the history of SMS with the customer.
10. Campaign history: See if the customer has been included in any of the campaigns.

Within the right hand side of the Contact Information page of the customer you will see the following:

1. Companies: The company this customer belongs to.
2. Sales Pipeline: Be able to see if the customer is included in any deals.
3. Tickets: See the inquiries the customer has made.
4. Tasks: See the tasks that are related to the inquires(tickets) the customer has made.
5. Other

The main Contact Information page should look like this as shown below:

Company Information:

From the Contact's page select the Companies tab from the toolbar on top of the page and you will be able to see all the companies that has been connected and registered (as seen above). By clicking on the companies you will be taken to their Contact Information page. Within the left hand area of the Contact Information you will see the following informations for Companies:

1. Code: The code that has been assigned to the company.
2. Size: The size of the company.
3. Industry: The industry that the company operates in.
4. Parent company: The parent copmany (if exists).
5. Primary Email: The primary email that is used to communicate with the company.
6. Owner: The team member that registered the company.
7. Primary Phone: The primary phone number that is used to communicate with the company.
8. Headquarters Country: Country of the headquarter.
9. Business Type: The type of business that they deal.
10. Do not disturb
11. Description

Within the main area of the Company Information you will be able to see the following:

1. New Notes: Create notes regarding the copmany.
2. Activity: See the history of activties the company.
3. Notes: See previous notes that has been entered for the company.

On the right hand side of the Company Information you will be able to see the following:

1. Customers: The customers that have been linked to the copmany from the Customers.
2. Sales Pipeline: Be able to see if the company is included in any deals.
3. Tickets: See the inquiries the company has made.
4. Tasks: See the tasks that are related to the inquires(tickets) the company has made.
5. Other

REALATED PAGES:

1. CREATING CONTACTS
2. CUSTOMIZING PROPERTIES
3. CREATING TICKETS

Check how well you use contacts