The contact record, and how it keeps itself current

What is on a contact record and where it comes from. Most of it arrives on its own, as the customer calls, texts, books and pays.

A contact record showing calls, texts and appointments together 49s

What it does

Calls, texts, emails, notes, appointments and payments sit on the same profile. Open it and you can read what happened in order.

A text answered, a call taken, an appointment booked — each writes itself onto the record. Check any contact for a line nobody entered by hand.

Where the customer stands in your pipeline shows on their profile, so you do not have to open the board to find out.

How it works

A contact is created the first time someone calls, texts, books or fills in a form.
Every interaction after that files itself onto that record automatically.
Add what the software cannot know: notes, the detail from a site visit, what they said on the phone.
Open the record before you call back. The last conversation is at the top.

Worth knowing

It records what passes through the software. A call from your personal mobile is invisible to it until you write it down.
The same person contacting you from two numbers arrives as two contacts. Merging them is your job, not the software's.
Importing an existing list means mapping your columns to its fields. Budget an afternoon for that, not five minutes.

Filtering, tagging and segments
Getting a list back out once you have thousands of these records.

Opportunity pipeline
Where a contact sits once there is money attached to them.

Unified inbox
The conversations that file themselves onto these records.

Open a contact record

Contacts are on every account. Log in, open anyone you have spoken to, and read the history back.