Left Hand Menu:
Scrolling down on the left-hand menu:
Scrolling down further on the left-hand side:
Activity in the centre:
In the activity centre area, you have your conversation history with that contact:
Right Hand Menu:
Activity:
Under the activity icon:
You have your contacts activity history which includes pages they have visited, and forms they have submitted:
Tasks:
Under the tasks icon:
You have your tasks relating to that customer, and can add, remove or edit tasks, see more about tasks in the How To Use Tasks And Opportunities Owners Video:
Notes:
Under the notes icon:
This is where you will see any notes left by customers as they come in through the funnel, or notes your/your staff has left on this contact:
Appointments:
Under the appointments icon:
You will see your upcoming and past appointments listed, you can click the pencil icon to edit appointment times and details:
Or use the bin icon to cancel an appointment (This does the same action as marking the appointment as cancelled, see below Appointment Status meanings).
When editing an appointment:
Appointment Status meanings:
You have the following statuses available to choose from:
Confirmed is an appointment that is going ahead. Customers will get reminder messages if a workflow is enabled to do so.
Cancelled is when the customer doesn't give another time to book, you want to mark the appointment as cancelled to stop any reminder messages going out about the appointment that you had booked.
It is important to mark appointments as shown if the customer shows up for the appointment, this is used in your Appointment reporting to display how many appointments are actually being attended. Additionally, this will move leads through the pipeline to the "Attended" stage.
It is important to mark appointments as a no show if the customer doesn't show up for the appointment, this is used in your Appointment reporting. Additionally, this will add the contact to a nurture sequence to try to rebook the appointment.
Documents:
Under the documents icon:
You can upload files to save on that contact, whether it be signed waivers, images, videos etc:
Payments:
Under the payments icon:
Here if your Stripe account is integrated, you can see the transactions, subscriptions and Invoices regarding this customer:
Under Actions you can add a credit/debit card to that customers account, and charge the card:
