There are three sections to the Contact Detail View. If you click on a contact, you can view their details.
This will give you a great overview of their:
Section 1 - Contact Information
Section 2 - The Conversation you and your team has had with them
and Section 3 - their Activity, Tasks, Notes & Appointments
Follow the guides below to learn how to use the Contact Detail View:
Click "Contacts"
Click "Contacts"
Select The Contact
Select the contact you wish to view.
3 Sections To The Contact Details Tab
Contact Information
There are three tabs within the Contact Information Section of the Contact Details Tab:
Contact
General Info
Additional Info
Follow the guides below to learn how to use the Contact Information Section:
Contact
The Contact Tab is full of Merge Fields.
Follow the buttons below to learn more about the Contact Tab.
Click "Contact"
Click "Contact"
Back Arrow
You can navigate Back to the Smart Lists tab by clicking this back arrow.
Previous Contact
Navigate to the Previous Contact in your list with this arrow.
Next Contact
Navigate to the Next Contact in your list with this arrow.
Contact Fields
These are the standard Merge Fields that are available under the "Contacts" Section of the Contacts Tab.
Follow the buttons below to learn more about the Contact Fields in the Contact Section.
NOTE: Whenever you make changes to the contact details, make sure to remember to click "Save". Otherwise, your changes will not persist.
General Info
The General Info Tab is full of Merge Fields.
Follow the buttons below to learn more about the General Info Tab.
Click "General Info"
Click "General Info"
Back Arrow
You can navigate Back to the Smart Lists tab by clicking this back arrow.
Previous Contact
Navigate to the Previous Contact in your list with this arrow.
Next Contact
Navigate to the Next Contact in your list with this arrow.
General Info Fields
These are the standard Merge Fields that are available under the "General Info" Section of the Contacts Tab.
Follow the buttons below to learn more about the General Info Fields in the Contact Section.
NOTE: Whenever you make changes to the contact details, make sure to remember to click "Save". Otherwise, your changes will not persist.
Additional Info
The Additional Info Tab is full of Custom Fields. Learn more about Custom Fields here.
Follow the buttons below to learn more about the Additional Info Tab.
Click "Additional Info"
Click "Additional Info"
Back Arrow
You can navigate Back to the Smart Lists tab by clicking this back arrow.
Previous Contact
Navigate to the Previous Contact in your list with this arrow.
Next Contact
Navigate to the Next Contact in your list with this arrow.
What Are Custom Fields?
Custom fields are a means for storing and representing contact data. Custom fields tell the contacts’ full stories, whereas the Default Merge Fields tell the CliffNotes versions and may leave detail to be desired. Let’s use the below image of a contact record to explain.
Introduction
While users typically use the default merge fields to further segment their contact lists, users employ custom fields to get even more granular than the default merge fields allow. Custom fields store data that is permanent and unique to each contact. For instance, the user in the above example wanted to know the following:
Referred By
If Sold Lead Value
Internal Notes
Conversation Recap Notes
Send Recap Email?
Follow Up In
Indeed, the data you collect via custom fields is diverse and personal. You’re limited only by what you want to know and what data your users, prospects, customers, vendors, etc. are willing to submit.
Of course, whenever contact data is in play, so is segmentation. In fact, custom fields are one of the main segmentation tools available to you.
The rest of this guide further defines custom fields, and custom field types, and touches on how to add and use custom fields.