SubscriberSomeone who has just registered to your site or a CRM agent just created a fresh contact.
LeadSomeone who makes a query or you have acquired through communication, such as, email or networking.
OpportunitySomeone who has shown an interest to make an order or the goal set for your sales.
CustomerAn Opportunity or Lead contact who makes a purchase from your company. You are now responsible to provide follow ups and support to this client.
The name of the Contact Owner for each contact will appear at the bottom left of the profile of each contact.
Adding a New Contact
Customer CRM Profile
Customer Tasks & Engagements
You will find all your contacts listed here. This page gives you some important details beside the contact name, such as:
- Email Address
- Life Stage
- Contact Owner
- Date Created
Manage Your Contacts
You can manage your contacts from this page. If you hover over a contact, you will get few options such as edit, view and delete. Clicking on the edit options lets you edit your contact and the delete option deletes it.
You can also use the search bar to look for any contact you want. There is a Search Segment option that lets you use different conditions to create saved searches.
You can also click on the view button to get details of your contact. This is how the detailed contact page looks like. It holds all the information that you collect in an organized manner. You can add notes, schedule activities and also tasks.
There is a timeline wise activity log that shows your interaction with that specific contact. If you add the contact to a specific contact group, you will find it at the bottom of this page.