In the Contacts section, users can:

Create New Contacts: Enter the following details:

  • First Name
  • Last Name
  • Phone Number
  • Segment (note: once selected, this cannot be edited)
  • Email
  • Job Title
  • Lifecycle Stage
  • Lead Status
  • Description

Edit and Delete Existing Contacts: Users can modify or remove old contacts as needed. ( However, if a contact has been used in any running campaign, it cannot be deleted. )

After creating a contact, users can click on any particular contact to:

Add Companies: Enter all relevant company details. Add Deals: Input deal information. Add Notes: Include notes regarding the deal, which will be visible in your account.

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Companies:

The Companies section displays:

  • Name of the Company
  • Name of the Person
  • Segment Name
  • Domain
  • Industry
  • No. of Employees
  • Annual Revenue
  • Description

You cannot modify or delete any details from here. These details are created from the contacts section by clicking on a particular contact name, where all the information is generated and modified.

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Segments:

In the Segments section, users can view:

  • All segment names
  • Descriptions
  • Total contacts under each segment
  • Options to edit or delete segments. ( Please note that if a segment has been used in any running campaign, it cannot be deleted.)

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Deals:

The Deals section displays:

  • Name of the Deal
  • Name of the Person
  • Segment Name
  • Amount
  • Stage of the Deal

You cannot modify or delete any details from here. These details are created from the contacts section by clicking on a particular contact name, where all the information is generated and modified.