View and Manage Contact Details

Details

Our platform includes CRM (Customer Relationship Management) functionality for tracking engagements with your contacts, allowing you to view or add additional data for a contact record and store the details of calls, meetings and more.

Although not a fully-featured CRM, the functions provided are generally sufficient for small business users. Keep in mind that our platform also supports integrations with some third-party CRM systems.

How-to Guide

1. Select Contacts from the sidebar.
2. Locate the contact you wish to view a record for (note the List you selected the contact from)
3. Click Edit. The contacts information screen will appear.
4. On the right of the window, click on the tab you need.

Here's an overview of the various side tabs available for the Contact view...

• The Details tab lists the values of all the fields in the List for the contact.
• The Messages tab shows the history of messages sent to the contact using this list.
• The Notes tab - see Using the CRM (Customer Relationship Management) Features for detailed information.
• The Preferences tab shows the Email Preferences selected by the contact. 
• The Consent History tab shows the history of what form the contact completed to be added to the list. Note that uploaded contacts are not recorded on this tab.