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:
Contact view tabs
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
Activity Log: log listing updates made to the contact
Change contact
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 :
See and edit contact's General information
Add/remove labels
Populate custom fields
To confirm any changes made to the contact, kindly press the 'Save' button located at the bottom of the page.
Contact finance profile
Contact's Finance profile is a handy tool for a quick overview of contact's main financial information, it is accessed through the Contact's tab > Finance profile:
Uses of Contact Financial Profile
Automatically update assets, liabilities, income, expenses & insurance when a deal settles
View clients position on one screen during periodic client reviews
In contact's finance profile you will be able to see the following data:
Real estate assets
Other assets
Liabilities
Income
Expenses
Insurance
How is Contact Finance Profile automatically updated
In order to automatically update the contact's finance profile with the most recent deal data you will need to Settle the deal, this is done through the Change deal tab > Settled option:
Next tab will prompt you to enter the Settlement date and option, once done press the Save button and the deal will be marked as Settled.
This will complete the automatic update of the contact's finance profile with the most recent data from the deal (Assets, Liabilities, Income, Expenses & Insurance), it will also includes the newly acquired asset(s) & loan(s).
Examples:
Information about the loan inside of the deal:
New loan information inside of the contact's finance profile:
New property information inside of the contact's finance profile:
Quick Actions
The quick actions feature provides the ability to swiftly add new notes, tasks, or upload files.
Email to Notes
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.
Emails can only be forwarded from the email address associated with the user's account.
