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Lesson 2: Contact Dashboard

When you have imported a contact you can modify and perform tasks through the dashboard. This lesson will go over how to use the Dashboard.

  • Update contact details
  • Timeline
  • Send email
  • Make a phone call
  • Create tasks
  • Leave notes
  • Create meetings
  • Updating or adding a company
  • Create deals
  • Create tickets

We will go over contact details and the Timeline in this tutorial.

Time Line

The TimeLine will show all the activity of the contact such as calls and emails over time from creation.

Update contact details

Here we can modify some basic contact properties such as name, phone number and email. Here we can also update LifeCycle stage and lead status.

Life Cycle Stage:

  • Subscriber: a contact who has opted in to hear more from you by signing up for your blog or newsletter.
  • Lead: a contact who has converted on your website or through some other interaction with your organization beyond a subscription sign up.
  • Marketing Qualified Lead: a contact that your marketing team has qualified as ready for the sales team.
  • Sales Qualified Lead: a contact that your sales team has qualified as a potential customer.
  • Opportunity: a contact who is associated with a deal (e.g., they’re involved in a potential deal with your organization).
  • Customer: a contact with at least one closed deal.
  • Evangelist: a customer who has advocated for your organization.
  • Other: a wildcard stage that can be used when a contact does not fit any of the above stages.

Lead:

  • New: These are leads you have not yet reached out to.
    • Suggested saved filter: Contact owner is any of Me Lead status is any of New | Last contacted is unknown.
    • Suggested action: Send initial outreach template/sequence.
  • Attempted to Contact: These are leads you have tried to reach out to but haven’t been able to successfully connect with yet.
    • Suggested saved filter: Contact owner is any of Me I Lead status is any of Attempted to Contact I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currentlyin Sequence.
    • Suggested action: Send cold lead follow-up template/sequence.
  • Connected: These are leads you’ve been able to make contact with but are not yet opportunities. A lead with this status may still be waiting on a booked meeting with a decision-maker on their team or may still be working to establish a budget.
    • Suggested saved filter: Contact owner is any of Me I Lead status is any of Connected I Last contacted is Last Week. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
    • Suggested action: Send “Is there anything I can do to help?” template/sequence.
  • Open Deal: These are leads that have expressed interest in buying your product or service. You’ve already opened a deal with them.
    • Suggested saved filter: Contact owner is any of Me I Lead status is any of Open Deal. Your columns can be Last Contacted, Recent Sales Emails Opened/Clicked, and Currently in Sequence.
    • Suggested action: Send “Is there anything I can do to help?” template/sequence.
  • Unqualified: Contacts may become unqualified for a number of reasons. These are leads that may have told you they’re no longer interested in moving forward or leads you’ve determined aren’t a good fit for your product. This status may also indicate an opportunity to send this lead back to your marketing team for a remarketing campaign.  

Theses basic information is important however there are 100’s of fields we can add for the customer ( Theses headers can also be imported if need). To access these fields we must click on the button “View all Properties”