You can Edit, Comment, Add an Activity, or a Task to your contacts individually by clicking on the icons right next to each contacts, by clicking the "Actions" icon. A drop down will appear with different actions you can take.
- Edit Contact : When you Click on "Edit Contact" a new window will appear that allows you to edit basic profile information.
- Change the information you want to "Edit"
- Click "Update & Save"
- Add Activity
1- Choose the Activity you want to Add from : "Email Sent", " Text Message Sent", "Outbound Call Made", and " Inbound Call Received".
2- Then add a note if you like
3- When finished click "Add To Activity Log"
Write the comment you want and click "Save Comments"
- Add New Task
When you click on "Add New Task" another window opens
1- In the "Description" write what you would want to be reminded of
2- Then select "When" including time and "How" You would want to be reminded.
3- When finished click " Save New Task"
- Add to Drip Campaign
- Add to List