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- Addresses: You can input up to three addresses (main, delivery, or invoice).
- Criteria: Manual classification of the contacts according to the criteria defined at the beginning of the project with the organization. The available criteria list can be different for individuals and structures. These can be used later to segment the contact base and create targets within SAM. To know more about all the potential of criterion and discover how they could help you segment your contact base, click here.
- Indicators: They are automatically calculated based on the activity of the contact in the organization. These can be used later to segment the contact base and create targets within SAM. To know more about all the potential of indicators and discover how they could help you segment your contact base, click here.
- Connections:Click here to explore all the connections that can be established between contacts.
- Interactions: You can register here any additional interaction with the contact, such as phone calls, emails... You'll be able to define a status (open, close, archived...), the communication medium and whether you were the one contacting the contact ("direction out") or the contact reached out to you ("direction in"). You can also assign them to an operator. Please remember that there are no notifications or reminders of the interactions that are imputed to be done in the future.
- Audit contact: Detailed log of all the modifications of the contact file. You need to input a time frame to see them.
Within the vertical menu, you can also find the four main records of a contact:
- Shipment list: All the documents that have been sent to the contact will automatically appear here: quotations, emails, marketing campaigns...
- Purchase history: Set of orders made by the contact.
- Cultural history: Set of products (events, passes, matches…) which the contact has attended or will attend to.
- Financial history: Set of payments made by the contact.In
Here's an example of how an order could be linked to several contacts and thus appear in different records:
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Remember that in order to see most of these
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records you need to select a timeframe.
, we are going to go through a structure contact file: