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CRM

Work with a contact

See everything about a person on one page, and add notes, tasks and emails as you work together.

Each contact has their own page with their details, history, notes, tasks, emails, files and deals. Open it before a call or a reply, so you know what was said last and what is still open.

Contact page with timeline tabs on the left and the contact's details on the right

Open a contact

Open CRM › Contacts and click the contact's name.

  • On the left: Overview, Activity, Notes, Tasks, Emails, Files, Deals, and Smart Flows for anything you sent them.
  • On the right: Details (name, email, phone, status, tags, assignees and custom fields) and Comments for your team.

Click a value under Details to change it. Status, Assigned to and Tags change there too. For tags, pick an existing tag, or type a new one and choose Create tag.

Add a note or a task

  1. Open the contact.
  2. Go to Notes to record what happened, such as a call summary.
  3. Go to Tasks when someone needs to do something next. Give the task a title, a due date and an assignee.

You're done when the note or task shows on the contact's Overview, and the task appears in the assignee's task list.

Email a contact

  1. Open the contact and go to Emails.
  2. If no mailbox is connected yet, choose Connect Gmail or Connect Outlook and sign in.
  3. Select Compose email. The contact's email is already filled in.
  4. Add a subject, your message and any attachments, then send.

You're done when the email appears in the contact's Emails tab. Their replies show up there too.

What Agiled adds for you

  • Bookings: when the contact books through one of your booking pages, the booking and their answers appear on their timeline. If they have an open deal, it is added to that deal too.
  • Smart Flow progress: starting a Smart Flow, submitting a form, signing, paying and finishing are all added to the timeline.
  • Status: when the contact signs the agreement in a Smart Flow, their status changes to Customer. Contacts marked Inactive stay as they are.

Good to know

  • If you see Contact unavailable, the contact was deleted or you don't have access. Ask your workspace admin if you think you should.
  • Replies only match the contact when they come from the email address saved on the contact.
  • Use a note for what happened and a task for what happens next.

Add a contact

Create a contact for someone you work with and link them to their company.

Find and update contacts

Filter your contacts, save the lists you use often, and change many contacts at once.

On this page

Open a contactAdd a note or a taskEmail a contactWhat Agiled adds for youGood to knowRelated