360º Customer View
This screen details the information of a specific client, providing a 360º view of all activities related to it.
The client's menu has the following items:
Timeline
Attributes
Contacts
Surveys
Success plans
Playbooks
Emails
Notes
Tasks
Timeline
The timeline shows updates related to the customer, such as:
Notes and interactions;
Tasks
Journey updates
Synchronized emails
Timeline
The timeline screen provides the following shortcuts:
New note;
New task;
New interaction: to register a new touchpoint with the client.
Cancel: used to inform the client has been terminated.
Timeline Shortcuts
Filters available in the timeline screen:
Information displayed
Date range
Timeline Filters
Attributes
The summary consolidates all the attributes of the client in a single place. It is divided into the fixed fields (top) and the configurable fields (bottom).
Fixed fields:
Client Name;
Company number;
Description;
Company;
Website;
Consider emails with the subject: used to synchronize emails with a specific subject;
Consider emails with domain: for synchronizing emails of a specific domain (such as the company's website);
Stages: client's journey stages;
Collaborators: all users that can edit the client's information;
Owner;
Client logo.
The configurable fields can vary according to the attributes created by the user. Click here for more details.
Summary
Contacts
The contacts screen detail the contacts of a specific client.
The upper menu has the following options:
New Contact;
Export.
There are 2 tabs on this screen:
Contacts;
Groups: groups of contacts.
Contacts
Groups