In this article, we will go through the information that is found in a Contact view.
How to find Contact information
To locate a contact, use the Global Search box which is found in the top right of every view of Membrain, with the words "Search in Membrain" in grey. Start typing a name and you will see a list of options appear, including Companies, Contacts, Sales Project and Prospects. You can either choose from this list or hit enter to see a full list where you can see more options and select the company you are looking for.
Or navigate to a contact via Main Membrain Icon - Companies & Contacts - Contact tab. Scroll to find the contact in question or use the search box in the black toolbar.
You can also click into a contact card from other areas of Membrain where you see a contacts name highlighted in blue font. For example, from a Sales Project, Prospect or a Company Card.
At the top of the Contact Card, a number of fields are visible:
- Name of the Contact
- Phone number, Mobile Phone, Email Address
- Social media links (Twitter, Linkedin, Google+, Facebook)
Sales Project/Prospect information
In the main body of the Contact Card you will see any Sales Projects or Prospects this contact is related to. If the contact is or has been part of a prospecting campaign this will be shown beside the binoculars icon and if there are any Sales Projects, this will be shown beside brown or green leather wallets. Both are broken down between Current and Historical projects.
Further Contact Information
Below this you see information about the Contact itself including:
- General fields such as Country, External Identifier, whether this contact has left the company or not
- Custom fields - these are fields you have created specifically to suit your companies requirements, such as perhaps birthdate or favorite sport. To learn more about Custom Fields, read this article here.
To the right of the Contact card you will see labels that have been applied to this Contact. You can edit the labels assigned to the Contact, right from this view. To learn more about labels, click here.
Below labels, you will see the Contact Hierarchy. This shows you a visual map of who the contact reports to within their organisation.
Under labels is a Notes field. The notes field is designed to record information specifically related to the Contact only, such as a recent promotion, or some other specific piece of information.
At the bottom of the Contact card, you find the Activity Stream. This is a record of all past and future events that are related to the contact, in chronological order. Here you can read sent emails, review notes, find upcoming appointments or tasks. And even comment on activities and mention your colleagues to notify them of your comment. Learn more about this functionality here: Story Stream
There are options available at the top of the activity stream which allows you to sort, filter and even search through the story stream, if you're looking for a particular document or email.
Tools and Functionality
In the tool bar at the top of the page, a couple of quick options are available, including:
New Prospect - allows you to add the company to a prospecting campaign
More - There are more options available here where you can Merge contacts or make a phone call
To learn more about merging duplicate companies click here: Merge duplicate Companies or Contacts