A guided tour of the ZipLeads contact card. Use this when you need to find or update any information related to a specific contact.
1. Open a contact card
Click Contacts in the top menu and open any contact to display the Contact Details panel on the left.
Use the arrow icons next to the record counter (for example 1/36) at the top of the panel to move between contacts.
2. Contact Details
The contact's name is shown at the top of the panel, with a trash can icon beside it to delete the record.
Under Owner you will see the primary owner, and under Followers the secondary follower or followers.
Below Followers, click the + next to Tags to add a tag to the contact.
Existing tags are listed underneath, each with an x to remove it.
Tips: Assign an owner and followers so the right people receive updates about the contact and can be referenced by name in automations. Tags segment your leads and can trigger automations. For example, tag contacts newsletter, then filter your contacts by that tag to send your monthly newsletter.
Watch out: Deleting a contact with the trash can icon cannot be undone, so use it with caution.
3. View and edit fields on the All Fields tab
Select the All Fields tab to see basic contact details, followed by your custom field folders.
Use Search Fields and Folders to find a specific field or folder, and the filter icon beside it to hide empty fields and folders or show only empty fields and folders.
To update information, type over the existing data and then select Save, or enable auto save so changes save automatically.
5. Manage unsubscribes on the DND tab
Select the DND tab to see Do Not Disturb settings, which act as the contact's unsubscribes.
Tick the specific channel or channels you want to stop sending on.
Tip: DND is set automatically in some cases, such as an email unsubscribe click or a STOP reply to a text. Set it manually when someone asks to be removed from your list.
6. View opportunities on the Actions tab
Select the Actions tab.
Under Opportunities you can see any opportunities created for the contact, including pipeline, stage, value and status.
Click + Add to create a new opportunity.
7. View active and past workflows on the Actions tab
Active Workflows lists the automations the contact is currently in, and Past Workflows lists those they have completed.
Tip: Being in a workflow such as a phone call booked automation can trigger things automatically, like moving the opportunity to the next stage or sending confirmation messages.
8. Manage client portal offers and community groups
Open the Client Portal section on the Actions tab.
Use Search and Manage Offers to see or grant membership offers for this contact.
Use Search and Manage Groups to see and manage their community groups.
9. See how the contact was created and open the audit logs
At the very bottom of the panel, Created By shows the source of the record, for example a manual addition, along with the created date.
Click Audit Logs to see how and when changes were made to the contact.
10. Read the conversation history
The middle column shows the full conversation history, plus internal activity the lead cannot see, such as opportunities being created or updated and appointments.
Click the speech bubble icon at the top to filter the feed to certain activities only, for example SMS messages.
11. Call the contact and use the conversation actions
Click the phone icon at the top of the conversation to call the lead through the platform.
The icons to the right let you archive the conversation, star it to add it to favourites, and mark it as read or unread depending on its current status.
12. Reply to a message
At the bottom of the conversation, select the appropriate message channel from the dropdown beside the message box.
Click into Type a message... to access the usual composer options.
Send the message now, or use the arrow beside the send button to schedule it for later.
13. Check how a message was sent
On any message, click the three dots, then select Details.
Message Details shows the from and to numbers, direction, date and time, and whether it was sent manually by a user or by an automation. Click the Workflow link to open the workflow that sent it.
14. Review activity and associations in the right sidebar
On the right-hand sidebar, open Activity to track pages the contact has visited, forms they have submitted and appointments they have booked.
Open Associations to see links between custom objects and opportunities, if you have created any.
15. Add a task
In the right sidebar, open Tasks and select add task.
Give the task a title and a description of what needs to be completed.
Set the due date and assign the user responsible, then select Create.
Tip: Tasks are a simple way to set reminders for a specific contact.
16. Add a note
Open Notes in the right sidebar and select add note.
Type in any information that should be linked to this contact, for example details discussed on a sales call.
17. View and book appointments
Open Appointments in the right sidebar to see Upcoming and Past appointments.
Click + Add, choose the relevant calendar, set the date and time slot and any other details, then select Book Appointment.
To change an existing appointment, open it from the list and edit it, for example updating its appointment status.
18. Add or review documents
Open Documents in the right sidebar to see documents sent through the platform, such as agreements.
To upload your own, use Add Documents, choose the Section, then drag and drop files or click to upload before selecting Upload.
Tip: You can upload up to 10 documents at a time (DOC, PNG, JPG, GIF, PPT or PDF, max 250 MB each).
19. Review payments for the contact
Open Payments in the right sidebar to see Transactions, Subscriptions, Invoices and Estimates.
Click Actions to add a payment method, charge an additional payment, add a new subscription, invoice, or send an estimate to the client.
20. View the keyboard shortcuts
Open the keyboard shortcuts panel at the bottom of the screen to see shortcuts grouped under Navigation, Contact Actions, Conversation Actions and Composer.
Notes
The contact card is split into three columns: contact details on the left, conversation history in the middle, and activity, tasks, notes, appointments, documents and payments on the right.
Internal entries in the conversation feed, such as opportunity and appointment updates, are visible to your team only and not to the lead.