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Contact Details

Upon selecting “View Details” button of any contact brings “Contact Details” page. Details will be shown for each contact once clicked

  • Left panel of the contact details page shows the personal information of the selected Contact. Following information are displayed:
  • Profile picture
  • Edit Button
  • Username and Title
  • Added Date and Time
  • Website
  • Status
  • Email
  • Company
  • Department
  • Company Phone
  • Cell
  • Address
  • City
  • State
  • Zip Code
  • Country
  • Company Size
  • Last activity Date and Time

The middle panel to change depending on which tab is clicked. See the following images for examples.

Timeline

Appointments

  • Select a date from Calendar to make any appointment
  • An invite can be sent out. Once an invite is sent from the calendar, the contact or prospect will be in the Timeline column, with name, Title, company and date / time of appointment.

Opportunities

Notes

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