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
Contact Information
This question type can be used to collect the respondent's contact information through a single question. This also reduces the chaos of using a lot of Single Text box questions. How do I add a contact information question in my survey? Click Contact ...
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 ...
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 ...
Who can create contact score view?
Any user can create contact score view, but only the owner and the admin can edit/delete it.