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.

The contact information panel includes six tabs - Activity, Task, Notes, Appointments, Documents, and Payments, providing more control over different aspects of each contact in your CRM.

Contact Activity Tab

Contact activity is essential when tracking where the contact visited your website, how they contacted you (via email, phone, or text), and even when they made a purchase.

Contact Activity History

In the Activity tab, you can see the historical data and a timeline of your contact's activity, including any website interactions. Remember, you will not see any website information here unless your website is built inside of this CRM.

Contact Attribution

Attribution is a very important tool when understanding where your contact FIRST interacted with your company, and where they LAST interacted with your company.

Contact Tasks Tab

You can manually create or check for pending items using the Task tab. To add a task, you need to give it a title, and a due date then assign it to a registered user in your CRM. This feature allows you to stay organized and manage your to-do list efficiently.

Contact Notes Tab

The Notes tab enables you to write down extra information for each contact, which can be a vital tool when dealing with customers and new leads. Creating a note is as easy as selecting the tab, clicking +Add, and entering the information. Each note has a timestamp and can be edited later, so you can keep track of all relevant information about each contact.

Contact Appointments Tab

In the Appointment tab, you can schedule, check, or edit appointments for contacts with the CRM's calendars. This feature allows you to schedule appointments for sales, customer support, or any other purpose, making it easier to manage your time and stay organized.

Contact Documents Tab

In the Documents tab, you will have a backup of all important files related to that customer, whether that be a contract you sent out to them, a PDF they sent back, or any internal documents related to that person.

 

Contact Payments Tab

In the Payments tab, you can perform payment-related actions on your end and keep track of any transactions with your contact, whether it be subscriptions, invoices, or fulfilled payments.

Payment Actions

These are the operations you can complete on behalf of your customers, allowing you to take the initiative and minimize errors. You have two actions you can perform:

• Add Cards on File: This allows you to add credit or debit card information to a contacts record for easy checkout, fees, and subscription payment.

• Charge Now: With it, you can take payment by adding the amount and a short description, making it easy to collect payment, even when in the middle of a call.

Transactions, Subscriptions, and Invoices

These tabs let you keep track of the status and details of Transactions, Subscriptions, and Invoices that the contacts have with you.