Contacts Details Overview

To view a contact’s details, click on a name from the Contact list. The contact details contains the contact information and the following tabs:

  • Timeline

This tab displays all the activity of the contact. These activities are also tracked through the Goals Report, in the Command Reports application. You can sort the Timeline by a date range or by the type of activity.

From this tab, you click View Calendar to view your Google calendar or click Add activity to add an activity. For more information, see Add an Activity.

  • Opportunities

This tab displays all the Opportunities for this contacts. You can sort Opportunities by most/least recent and the type of opportunity.

From this tab, you can Create an Opportunity for a Contact.

  • SmartPlans

This tab displays all of the SmartPlans to which this contact has been added. You can sort SmartPlans by Date Added or Date Executed.

From this tab, you can Add a Contact to a SmartPlan.

  • Tasks

This tab displays tasks related to this contact. You can sort tasks by Current Tasks, Completed Tasks, or Archived Tasks.

From this tab, you can Add a Task.

  • Notes

This tab displays note related to this contact. You can sort tasks by Most Recent or Least Recent.

From this tab, you can Add a Note.

  • Saved Searches

This tab displays the Saved Search created for this contact.

From this tab, you can Create a Saved Search for a Contact.

You can also complete the following tasks from the contact details: