Category : Contact Details

Contact Details – Information Panel Contact Information Panel On the far right side of any contact section, you’ll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact.   ..

Read more

Contact Details – Messages Panel Contact Message Threads In the messages panel section, you can view your entire message and conversation history with a particular contact. All messages and calls that run through your CRM will be displayed here for that contact. This feature provides an easy way to keep track of your communication with ..

Read more

Contact Details – Overview While managing contacts within your CRM, you possess significant control and flexibility over their data. Within each contact card, you can add or remove tags, incorporate them into automation processes, initiate calls, send messages, compose emails, and perform numerous other actions. This level of customization and management allows for a more ..

Read more