Topics covered in this article:
- Creating a New Contact
- Contact record tabs
A Contact is a person related to an Account, like an employee of a company or member of an organization.
Create a new Contact
There are different ways Contacts can be created: From an Account's Contacts tab, a Contacts View, or web content like a Form.
Summary tab
This contains the main information about the Contact.
On a new Contact record there are some required fields you will need to fill out before the record can be saved: First Name, Last Name, Account, Email, First Touch Source details
Contact Information
- First Name:
- Last Name:
- Job Title: title of the Contact's current company job
-
Account: associate the Account record related to this Contact. A Contact record has to always be associated to an Account (when created manually).
- Account Type: once an Account is associated this locked field will appear with the type of Account it is - Prospect, Customer, or Re-Prospect
- Email:
- Business Phone:
- Mobile Phone:
- LinkedIn: the LinkedIn Profile URL of the Contact. Can be updated manually by a user or through completing a Sequence LinkedIn Activity Task that will add the URL to this field.
- Preferred Method of Contact:
- Location fields - Street 1-3, City, Zip/Postal Code, State/Province, Country/Region
- First Touch Source:
- First Touch Details:
Timeline
A timeline of activity record interactions and notes related to the Contact. Actions here include: Create new timeline records, filter/sort/expand records, and email viewing settings.
Scoring
- Total Contact Score:
Details tab
This tab shows more information about the Contact, including contact preferences where you specify the Contact's preferred contact methods.: Email, Bulk Email, Phone, Mail.
Sequences tab
This tab shows all of the sequences that the contact is in along with the status, step number, next sales activity (if any) and other valuable sequence information. Drilldown to the sequence or next step is available directly from this screen.
Activity History tab
Our activity history feature provides you with a view of all activities, both marketing and sales activities, within a specific time frame. This enables the sales rep to determine what content the individual account is engaged with and may help frame their personalized outreach.
The activity history information is available on contact, account, and opportunity record. On account and opportunity record, you will be able to view activity of all contacts associated to the account or opportunity.
Example of activity history view on a contact record:
Review Active Contacts
It’s easy to see a snapshot of all your active contacts—for you as an individual, as well as the whole team. Under the Customers heading, click Contacts then change the system view to Active Contacts. From here, you can filter and sort by name, location, email, owner, etc. Simply click the contact’s name to see their information.