Contactually

How to get to the contact's Profile page?

Last Updated: Nov 25, 2016 04:13PM EST
You can get to your contact's profile page by just clicking their name.  This can be done on any page.

With the contact's profile page, you are going to see your email history with the contact as well as contact details and social connections. You can also log in phone calls, add notes, log meetings, and perform actions like bucketing and adding the contact to a program or deal in one of your pipelines.




 

Related articles:
How do I insert a photo in Contactually?
How do I log phone calls or meetings in Contactually?
How do I add notes to contacts?
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