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Opening the Contact Modal in the Stage Section and Available Actions

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Bytimothy A
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Overview: 

The Contact Modal in the Stage section lets you view detailed information about a contact. Inside the modal, you can perform actions like editing contact details, adding notes, assigning tasks, or updating the contact’s pipeline stage, helping you manage contacts efficiently.

Follow these steps to open the Contact Modal in the Stage section and perform available actions:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section. Click on Pipelines
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages.
Step 2: Click on a pipeline to open it and view more information about the pipeline and its stages.
Step 3: Click on the contact you want to view.
Step 3: Click on the contact you want to view.
Step 4: Click the three-dot menu to display the options, then select Open Customer.
Step 4: Click the three-dot menu to display the options, then select Open Customer.
Step 5: The customer modal will appear. From here, you can directly call the customer.
Step 5: The customer modal will appear. From here, you can directly call the customer.
Step 6: Click the More Actions button to see additional actions you can perform for the customer, such as scheduling an email, SMS, or appointment; sending a booking invite; adding the contact to a campaign; adding a note; editing details; and sharing a media upload link.
Step 6: Click the More Actions button to see additional actions you can perform for the customer, such as scheduling an email, SMS, or appointment; sending a booking invite; adding the contact to a campaign; adding a note; editing details; sharing a media upload link.
Step 7: Or inviting them as a partner. You can also assign a user to the contact by clicking the Assign User button.
Step 7: Or inviting them as a partner. You can also assign a user to the contact by clicking the Assign User button.
Step 8: You can apply tags to the contact by clicking the Tag button.
Step 8: You can apply tags to the contact by clicking the Tag button.
Step 9: You can move the contact to a specific pipeline and stage by searching for the pipeline and selecting the desired stage.
Step 9: You can move the contact to a specific pipeline and stage by searching for the pipeline and selecting the desired stage.
Step 10: You can access the contact’s Overview, Communications, Appointments, Purchases, Forms Filled, Notes & Tasks, Campaigns, Media, Services, and Courses within this modal by clicking the corresponding tabs.
Step 10: You can access the contact’s Overview, Communications, Appointments, Purchases, Forms Filled, Notes & Tasks, Campaigns, Media, Services, and Courses within this modal by clicking the corresponding tabs.
Step 11: On the right side of the modal, you will see additional contact information, including their Overview, Appointments, Services, Recent Activity, Notes, Forms Filled, and Purchases.
Step 11: On the right side of the modal, you will see additional contact information, including their Overview, Appointments, Services, Recent Activity, Notes, Forms Filled, and Purchases.

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