Every contact record has three parts: Contact, General Info, and Additional Info. If you click on a contact record, you can view the person's full profile/card. This will give you a great overview of their pertinent contact information, the communication you’ve had with them, and basically a quick snapshot of their history in High Leads Pro. You can also add and view what company they are a part of.
Section 1: Contact
This section gives you contact information you’ve collected, such as name, email, phone address, and more. It also tells you what campaigns, opportunities, and other system sections have been applied for this person.
Section 2: General Information
Here you can view Business information for this Contact, their website, and timezone.
Section 3: Additional Information:
This section will also contain any custom fields you’ve created and collected.
To Create another Contact Section:
By default you’ll have these 3 tabs - Contact, General Info, and Additional Info. These tabs can be completely customized - you can add tabs and also move/add/delete fields from specific tabs.
- Navigate to Settings and Custom Fields
- At the Top, click ‘Folders’
- Here you will see your folders and can add, move, and delete fields from within them.
Displaying opportunities in the contact record:
The primary and additional opportunities associated with a contact are displayed directly on their contact details page. You can view all relevant opportunities at a glance without needing to navigate back to the opportunities page.
Benefit:
This streamlines opportunity management by allowing users to see all opportunities related to a contact, whether they are the primary or an additional contact, enhancing efficiency and visibility.
In the right sidebar, you will see: Activity, Task, Notes, Appointments, and Payments
- Activity: Here, you can see all the activity of this contact within High Leads Pro, such as forms submitted, and appointments booked. Anyway they interact with High Leads Pro will be featured here.
- Tasks: Here, you can view pending and completed tasks sorted by user, status, or due date. You can also add new tasks in this tab if you need to schedule a follow-up, remind yourself to send some information to the contact, etc.
- Notes: Add any relevant notes about the contact, such as how you know them, relevant details to help build rapport with them, details about their experience, etc.
- Appointment: View any scheduled and completed appointments here. You can also add new appointments to manually schedule something for them.
- Payments: The feature lets you process customer payments directly from the Contact page. Click the money icon to add a new card or select an existing one. Confirm the amount and click 'Charge Now' to complete the transaction.
You can navigate your contact records by using filters. The filter section is located in the top right corner of the contact list.
You can use our advanced filters to filter your contacts based on a specific attribute. Moreover, you can use your own created custom fields to filter the contacts.
Pro Tips
- Regular Updates: Regularly update custom fields and tabs in your contact records to keep your data relevant and organized.
- Transaction Tracking: Keep track of payments and appointments directly from the contact page to maintain efficient and seamless transaction management.
- Custom Filters: Utilize advanced and custom filters to quickly find specific contacts and streamline your workflow.
FAQ
1. How can I view a contact's full profile? To view a contact's full profile, click on their contact record. This will show you their complete profile/card, including contact information, communication history, and associated company details.
2. Can I customize the tabs in a contact record? Yes, you can customize the tabs in a contact record. Navigate to Settings and Custom Fields, then click ‘Folders’ to add, move, or delete fields within the tabs.
3. How can I process a payment for a contact? Click the money icon on the Contact page, select 'Add New Card' to enter card details, or choose an existing card. Confirm the amount and click 'Charge Now' to process the payment.
4. What can I find in the Activity section of a contact record? The Activity section displays all interactions with the contact, such as forms submitted and appointments booked, providing a comprehensive view of their engagement with High Leads Pro.
5. How do I use filters to navigate contact records? Use the filters located in the top right corner of the contact list to filter contacts based on specific attributes or custom fields you have created.