VIew Contact Details

View Contact Details

• To view contact details , click on the contact. You will see details screen just like mentioned below.

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.

• 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.

• Such completed and scheduled tasks are shown in the tasks tab of the same contact details page.

View Deals associated with Contact

• To edit details of a contact , go to contacts list & click on the edit button as shown.

• Thereby , we will redirect you to contact details page where you can contact details.

• 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 .

Incase , if you are no longer using the contact you can deactivate the contact as shown.

We will have a list of your inactive contacts too , if incase you want to reactivate it.

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