Having data and history on a contact is crucial for effective marketing and sales activities. With detailed information, marketing teams can tailor campaigns to attract leads more precisely, while sales teams can engage prospects with personalized communication based on their past interactions. Access to a contact’s history helps build trust, as salespeople can address specific needs and concerns. This data-driven approach not only improves conversion rates but also strengthens customer relationships by offering relevant follow-ups and support, increasing the likelihood of repeat business and fostering long-term loyalty. Ultimately, it ensures marketing and sales efforts are aligned with the contact’s unique journey, leading to better outcomes.
Creating Activities
Go to the Contacts tab, select All Contacts, and select a contact profile that you would like to add an activity to
In the contact's profile, click Log Activity in the upper right hand corner and select the kind of activity you would like to log.
Fill in the fields as necessary and click on Add Activity to save.
Activities will appear under the Activities tab as shown.
Edit OR Delete an Activitys
Expand the menu of the activity you want to edit or delete by clicking on the plus sign as shown
Click on the 3-dots next to the activity and select either Edit or Delete
