Contact View is the contacts' details page.

You can open it from any contact related item (deals, tasks, main contacts page) either by clicking on three dots icon next to your contact's name and select Go to (name of your client) option or by simply clicking the contact tile.

from deal:

from task view:

from main Contact page:

Contact view:

Main elements of Contact View are:

Overview: contains a brief summary of the contact, labels, relationships to other contacts, latest contents and files.

Notes: contains all contact related notes. They can be filtered, narrowed down by search, expanded to show note comments, archived, edited, labeled, marked as important or shared to client portal.

Tasks: contains all contact related tasks. They can be filtered, narrowed down by search, expanded to show more task details, archived, edited or labeled.

Files: contains all contact related files. They can be filtered, narrowed down by search, expanded to show more file details, sent to client for signature, downloaded, previewed, renamed, shared on client portal, labeled, locked or deleted.

Custom fields: contains all contact pre-made custom fields.

Current deals: contains all currently open contact's deals

Completed deals: contains all contact's closed deals

To edit existing contact data from Contact View page, click on the 'Change contact' option from left sidebar, then click 'Edit'.

In Edit page you will be able to :

The quick actions feature provides the ability to swiftly add new notes, tasks, or upload files.

Salestrekker 2.0 now offers improved contact features, including the ability to forward external emails to the Contact Notes section.

Users can access the 'Copy email to notes' option in the Contact View by clicking on the tab located in the left side menu. They can then paste the address into the 'To' field of their email application to send the email to the contact notes.