Where To Find Contact Details
Once a conversation is selected, you will find contact details about your open conversations located on the right side of the screen.
Link To Contact Page
By clicking on this icon/image, you can visit that particular contact's profile for more control and management.
View and/or Edit Contact Details
If the CRM recorded these contact's details incorrectly, you can simply update them here. You have the ability to add/update the following contact details:
- Contact Name
- Contact Phone Number
- Contact Email Address
If you want to add any tags to a contact while having a conversation, you can add them here.
If any contact wished to be removed from all future communications, you can add them to the DND list here.
Workflows & Campaigns
Adding a contact to a workflow is as easy as clicking this section and selecting the specific workflow you'd like to add them to!
List of active campaigns and workflows
To quickly add contacts to campaigns and workflows, simply click this button.