Contact profiles provide meaningful and actionable information to marketers, sales reps, and customer success managers.
Every contact on your list has a profile where you can view all the available data about that person.
As an essential CRM function, you can manage your customer data, interactions, and processes with ease.
In this article, you'll learn how to view a contact profile page and what information you can expect to find.
To view a contact profile, follow these steps:
Navigate to “Contacts”
Choose the appropriate list
Use filtering to search for the specific contact
Click the “View” button next to the contact’s name
At the contact profile you can access the following information:
Contact Information (name, position, email address, web page)
Engagement Level (Average open or click rate of the contact, Status and Lead Score)
Custom fields with values
You can also edit their information or apply certain actions, such as
manage custom fields
add / remove Tags
add to / remove from a list