How can I view the contact information?

How can I view the contact information?

You can view all the contact information by clicking on the specific Contact Name under the Contacts tab.
The Contact Details Layout gives you a 360 degree view of the contact information and contains all fields, Tasks (to dos); Events (Calendar); Notes; Business Opportunities; Emails; Documents; Products Purchased and Trouble Tickets related to the corresponding contact.
    • Related Articles

    • Basic Information

      Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information.   The "Basic Information" page contains fundamental information about your business. You can ...
    • Contact Scoring

      Contact Scoring is an effective way to manage and analyze your contacts, helping you discover quality contacts and giving you insights about their stage in the sales funnel. Contact scoring is all about giving scores to your email recipients based on ...
    • Contact Tags

      Tags are labels for your contacts that help you keep all your contact information organized. Give them a label, categorize, and keep them organized based on the information you have about them. In this guide, you'll learn about how you can use tags ...
    • View CRM Info

      Operator chat window Every time you are involved in a chat session with your visitors, you can view their CRM information in the pane which you can find onto your right. If the visitor with whom you are chatting is a newbie, then the details that ...
    • Manage List View

      List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...