View Contact Details
- To view contact details , click on the contact. You will see details screen just like mentioned below.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e10560acef96920d1d0b5_LD8ykEvgDk3VO7R3L4NZS6inUsZUhu1v5iY9iwqrvEA_g4IMNTDBXDar03uAMxscuZ6k7jQCGoTLJofMoDbkQzz1xnyHFK0Ulf0VOIclDX9reQ8Sh_NVQxSAHlN_myuW9fayFWeDpvJFrbwNWAWWytQ.png)
Configure a activity with Contact
- Various activities that can be scheduled with the contact are located on the left side of the page. Just click on the activity you want to do with the contact.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e10807f5efa9db151423c_-2VZSyKmw42DOOWu-kdeGRz0Ay9pFZYclN0Pp1nsBC0EgvCh5YYBtknwMgvRhMc65Un2BtjsIcgtZBMqndys53fS7b9rPQKlJetK5YMe_pMGehllIiuJN381pmVmi7O7ka43ARdBLnMhmqVrP48DrXs.png)
- By default we fill the specific details for you. Just tell us when you want to schedule the activity , we take the pleasure of reminding you.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e11290acef96920d29a9f_LbXIzuTE3yoLa3tBR8ztmGgLbd4fkoKjFigEdEtNhEB0sFvBBG17vPpSx9-8rvOEQCEbGz2mt2ftNBXoGAopOu1pS2HmR7_yeyqbcHEEbB_JTWgdwZveDx-NcjDp1Gm4dHUZaUvmf5YtoVCbatMO42w.png)
- Such completed and scheduled tasks are shown in the tasks tab of the same contact details page.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e113b59bae9e8da1f7ac4_OUdLHvivu7KEjA7hY-az91IY7zlLayNJMzAHBbhKpHacHsgKGnHtPe5r5-4pki9eG8MFR_p4Y2yvoQBzGHKi8gPcSWXuXLQbj079SbNXwt7fc-1JfOUskfnIEwStjqaMQHDwHncqDd1pgv78Onj6khM.png)
View Deals associated with Contact
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e1871cd13a2a497e53e4d_R7BB5UzAbqRNVXD-dZ7yhLQD9j1icvc5TDiq5jBzg9wOq74ZCCD-Fq4ZZvVXeuF_4J1TSbQ_ahV72Q26N8IKTkxRx6Op5ZzML5fIBRYdSJjarNZkh3ikU0UrdytI2EyBOEgLbNvucXKrMDVa3EoZ4_k.png)
- To edit details of a contact , go to contacts list & click on the edit button as shown.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e18adbfe8e86bd2860af7_JRZwEg9RR4mIimXM3XJyliRmG02fnFHRqvQK0XrjpS3HjPLnsMykB9NtTUZrR1EQtX7Xk1XeL1J4ojvX2Y3q3ESemmLB3DVFshj6l95HBSrODRoniFwN5h4asva1R-dA2S0uCbHDL-klvjMBvAZYtLk.png)
- Thereby , we will redirect you to contact details page where you can contact details.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e18cbc221d8b56907d404_IviOMgh2MMlpUFKlVUTREMsdKTlpWOa9Qm14A7AfZEBAeX1m_ov8BTA3DOunEleXJA_BriCE8ysrHR0AA3tMDM5Ndpl4E3tLzBv4c4gGzHiEoVPItoi-pdhUsRdiRrNvp1SwacJ1U_PjCmt4rhbgoVk.png)
- Once you are updating the contact details , hit on ‘submit’ and you could see the updated contact information in contacts list.
Note : If you are unable to edit , check for the status of the contact owner . we cant let you submit a contact whose contact owner is inactive .
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e18e5291d4fe18d1a6a1c_AYs3VKbcF80Byak0_IxzIGyBy28KQf5GK1VymP8samFr2efgkh9McK8Edi70uOA5hCmP0-r7AkEPsa7RIWDulOwqsFO0vUSl_MeXHyqHg9HOjTh1jgPVdaWOSciAd_fd1SFoGt27jPvp_Uk7L40PPVA.png)
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e18e5291d4fe18d1a6a1c_AYs3VKbcF80Byak0_IxzIGyBy28KQf5GK1VymP8samFr2efgkh9McK8Edi70uOA5hCmP0-r7AkEPsa7RIWDulOwqsFO0vUSl_MeXHyqHg9HOjTh1jgPVdaWOSciAd_fd1SFoGt27jPvp_Uk7L40PPVA.png)
Incase , if you are no longer using the contact you can deactivate the contact as shown.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e18f70acef96920d91358_WaSZy8C-3uCCAWik9VgV6OH8MJ_3M__TeSXC41cIYIi_gBgzIxo-rnk6GkycB6sDtAmVYrrCQzTe2Nvg_1XMSecT5tGz411LV1ZY9pBJguZpYDoxlcHDeiP5_e1tC4A5YuKJTwm5hc6RLDzQq6ujEck.png)
We will have a list of your inactive contacts too , if incase you want to reactivate it.
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e190470078c420670871d_pdtq2s1eFtVufWVQ5AA_KDZHLOYY6zioMf0JI-w4vq2G7BPwHaOWS9iaTtYmBzyq5kaN9mzQhL0RAc9PeB73V3PWTPRo3QsrXkCkrm1zNXo1pVMWvuT7x6FDonxedMZ5cyDynHW_2UAVqYSscI-CDjg.png)
![](https://cdn.prod.website-files.com/6467d164a638d283b13b8cbc/662e190aff88861916f5ff19_5QcoImtFT_vzo7IPiKtm-iZhbtpDTfJJnA4jrwVU2VF8scmllhnIrrHstJGPuwq-5y_CipvkCKw3qNfznrnH3OjJWnqEkodDaitqr1cOAd_OZ_BTDxmIbeYejfMhnkeyjQ5VIVNscEGIwswtijTg-uY.png)