The Contacts page displays all your contacts in one place, but the rest of the client's details can be found by clicking their name at the far left side of the contact grid or clicking View on the far right side.
Click the contact's name or the View link on the right side of the page to view their full profile. Here you can see the full story as well as take quick actions like updating their profile or adding new history items, tasks, or even uploading files like a project photo or invoice pdf.
The top of the right column displays information about the contact that's helpful to have easily accessible like their name, contact type and status, who they're assigned to within your business, tags, next contact date, color tag, ID, and contact source.
Their Contact Info is displayed next. The phone number, email address, and address are all linked so you can quickly reach out to them when needed.
At the bottom of the left column is the contact's known associates. This gives you an opportunity to link them to another CRM contact they're associated to. Just click the Add/Edit Associate link and begin typing the name of another contact in your CRM. If you need to add further context about how the contacts are associated, you can utilize the special notes field above.
The right column displays all history items, deals, projects, files, and lists related to the contact.
View all history items that have been logged for the contact. This gives you a good idea of what actions have been taken for this contact by anyone within your business. You can also automate your history by clicking the three-dot icon, then selecting Sync Your Emails. Follow the directions there to automatically add any emails to this contact to your CRM history.
If you're assigning internal tasks with the CRM, anything assigned on behalf of this contact will be displayed here. This helps keep your team up to speed on the work thats been done. You can also add a new task to a contact using the + link near the top right corner if you need to assign a new task from their profile.
Any prospective work you start to spec out for the contact can be seen in Deals. Thinking about starting a bid for a new project for this contact? Easy! Click the + link near the top right corner to fill in the details.
If the prospective work you started to spec out for the contact comes to fruition and can be seen in Deals. First, click Deals in the App Menu and update the deal to a project. Once the deal has been updated to a project, it will display here on the contact's profile for easy access.
Add files like project photos to any contact's profile using Files. You can upload one or a whole batch! Once the files are uploaded they'll be listed here. Use the Open / Download options if you need to view the files.
Quickly find out which lists the contact belongs to by clicking Lists. Here you can see a quick snapshot of the CRM Lists they've been added to, the Email Marketing Lists they've subscribed to, and any recent email activity.
View purchase history for the contact on the Sales tab. You can view their total sales, top products, average sales and more in the top panel to gain a good overview. Click an order number from the Orders panel to take a closer look at each purchase individually. You can also view their Top 10 Products of All Time in the list at the bottom of the tab.