Communicating with Contacts

To view contact's activities and transactions:

1. Go to CRM > Contacts.

2. Click the account you want to communicate.

3. In the Activities tab, you are able to call, email, request a meeting, view tasks, create notes, and add events with the contact.

   • To call the contact:

     — select which contact number to call in the CALLEE.

     — select the phone number you will use to call the contact in the CALLER.

     — click the phone button in the right side.

     Duration of calls are automatically recorded.

   

   Create a note for Activity Feed list.

   • To email the contact:

     — go to Send Email.

     — select the receiver (can select multiple receiver)

     — enter the Subject

     — compose you message/email.

     — click Send.

     

     Go to Contact Email to see your recent emails to the specific contact.

   • To request a meeting to the contact:

     — go to Meeting tab.

     — compose the Subject of the meeting.

     — select the contact in Request Meeting With including the specific contact. (can select multiple contact)

     — compose Details.

     — click Start Meeting.

   

   • To compose note to contact:

     — go to Notes tab.

     — compose a note to contact.

     — click Save Note.

     — Delete or Update the previous note you created by clicking the three dots on the right side.

     

• To add an event with the contact:

  — go to Event tab.

  — click the Add Event button.

  — enter what is your meeting about.

  — select the date and starting time.

  — enter duration in hours & alarm time.

  — enter Location.

  — select Attendees. (automatically selected the contact requested and the one who created the meeting)

  

  

View Transactions

1. Go to CRM > Contacts.
2. Select contact you want to view transactions.
3. Go to Transactions tab.

There you can see the contact's Opportunity, Tickets made by the contact, Survey, Docs, and Billing via Hubshake.