A contact record contains information about the person, all related activity as well as links to companies and deals.
The left pane on the contact card contains information about the person such as name, phone number, social media, job title.
The middle pane contains an activity log. As you work with the contact, negotiate the contract terms, etc., you can:
- Add notes
- Log calls
- Describe meetings and their outcomes
- Write emails
- Create tasks and set their due dates
In the right pane, you can:
- See the Inperium user who is responsible for the contact (“assigned user”).
- Link company associated with this contact and deals. Alternatively, you can create new objects here, such as a new company or deal.
- Add attachments.