How to Navigate Contact Records
Contact records provide a comprehensive overview of your customer information, communication history, and interactions within Advisor's Growth CRM. Each contact record is organized into three main sections: Contact, General Info, and Additional Info. Let’s break down these sections and how you can customize and navigate them.
Section 1: Contact
This section contains essential contact details, including:
Name, Email, Phone, Address: The primary information collected for the contact.
Campaigns, Opportunities, and System Sections: See which campaigns, opportunities, and system features are associated with this contact.
Section 2: General Information
This section focuses on business-related data such as:
Business Information: Company name, role, or related business details.
Website and Timezone: Information that can be critical for personalized communication.
Section 3: Additional Information
This section houses custom fields and any additional details you’ve collected, making it a flexible area tailored to your needs.
Customizing Contact Record Sections
By default, you’ll have three tabs—Contact, General Info, and Additional Info—but these can be fully customized. You can add new tabs, rearrange existing fields, or remove irrelevant ones.
Steps to Customize Contact Record Sections:
Navigate to Settings > Custom Fields.
At the top, click Folders.
Here, you can:
Add New Tabs: Create new sections for your contact records.
Move or Delete Fields: Organize the fields within the tabs according to your workflow.
Right Sidebar Features
On the right-hand side of the contact record, you’ll find additional features for managing interactions and internal notes:
Activity: View a log of all activities, including forms submitted, appointments booked, and any interactions within Advisor's Growth.
Tasks: Manage all tasks related to this contact. You can view pending and completed tasks, filtered by user, status, or due date. New tasks can also be created for follow-up reminders or action items.
Notes: Add any relevant notes about the contact, like relationship details, conversation highlights, or important preferences.
Appointments: Review scheduled and completed appointments. You can also manually schedule new appointments from here.
Using Filters to Navigate Contact Records
Filtering helps you quickly locate specific contacts based on attributes or actions. Here’s how to make the most of the filter options:
Filter by Attributes: Use the advanced filter options at the top right of the contact list to narrow down results based on criteria like tags, campaigns, or opportunities.
Custom Field Filters: If you’ve created custom fields, you can also filter contacts based on those unique attributes.
