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
- Company Phone
- Zip Code
- Company Size
- Last activity Date and Time
The middle panel to change depending on which tab is clicked. See the following images for examples.
- 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.