👥Individual Contact
The Individual Contact screen is the grand central station of all the info and action you need inside your LMS. Knowing how to use this page will give you the ability to track and communicate with leads like a pro!
There are 2 major ways you can get to the individual contact screen.
Once you are in the individual contact, there are 3 columns on the screen. Each with valuable information or actions you can do.
On the left part of your screen, you can find the Info and Actions column.
In the middle part of your screen, you can find all the communication that has to happen and can be done.
On the right part of your screen, you can find 4 tabs with various actions.
If you want to learn some more about the features of the individual contacts sections, watch this video below!
To find the lead you are looking for, refer to here on how to find contacts or leads on the mobile app.
Once you find the lead you want open, click on it and it will open you to the contact screen. Here you can do and see many of the same actions we talked about in the browser tutorial above.
There are 4 sections near the top of your screen in this individual contact that all may help you progress your lead nurturing.
By default, you will be brought to the contact sections.
To the right of the Contact section, there is the Task section.
To the right of the Task section, there is the Notes section.
The final section to the right of the Notes section is the Appointment section.
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