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

360º Customer View

Timeline

Attributes

Contacts

Surveys

Success plans

Playbooks

Emails

Notes

Tasks