With Customer 360, get an in-depth context of your customers within the CRM, surface important information as highlights, and customize and organize your data with ease.

The detail pages in all default modules - Contacts, Accounts, and Deals - are enhanced to get a 360° view of your customers.


ARTICLE NAVIGATION


The detail page of a contact/account/deal contains three sections:

  1. Action bar

  2. Summary/Insights

  3. Details



Action bar

You can perform important actions like sending an email, placing a call, adding a task/meeting/related record from the Action bar.


Note: The actions that can be performed from the Action bar are subject to plan and role permissions. For example: If you don't have access to the Task module, you won't be able to add a task from the Action bar.

Action bar in Contacts

Action ButtonDescription
Email

Send quick emails to the contact

Call

Place a call to work number or other phone numbers

Add task

Add to-do’s or tasks for you and your team

Add sales activity

Add meetings, call logs, and custom sales activities

Add deal

Add deals and related records

Action bar in Accounts

Action Button
Description

Call

Place a call

Add task

Add to-do’s or tasks for you and your team

Add sales activity

Add meetings, call logs, and custom sales activities.

Add deal

Add deals and related records

Action bar in Deals

Action ButtonDescription

Commit deal

Click this button if you think the deal has a high probability of conversion

Email

Send quick emails to the contact

Call

Place a call to the related contacts of the deal

Add task

Add to-do’s or tasks for you and your team

Add sales activity

Add meetings, call logs, and custom sales activities

Add contact

Add contacts and related records


Use the ellipsis icon to perform the following additional actions under each module:

ContactsAccountsDeals

Edit

Edit

Edit

Clone

Clone

Clone

Delete

Delete

Delete

Add to sequence

Remove display picture

Remove display picture

Remove from sequence

Forget

Remove commit

Remove display picture

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Forget

Export

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Unsubscribe

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Forget

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Summary section

The Summary section gives you a quick overview of the particular contact/account/deal. 

Contacts summary section

Accounts summary section

Deals summary section


The Summary section has four columns, While the Notes column is fixed, you can add fields or highlight cards or both in the remaining three columns. Highlight cards help you surface important information from your modules such as sales activities, sales sequences, related modules, and more.

 

Note:
1. Only Account administrator and Administrator roles can customize the Summary section for all users.
2. A single column cannot contain both fields and highlight cards.
3. Up to 3 highlight cards or 6 fields can be added to a column.
4. The Notes column is fixed and cannot be used as a column to add fields/highlight cards.

Click here to view the default configuration present in the Contact, Account, and Deal modules.

How to customize the Summary section?

To customize the Summary section,

  1. Click on Customize this section button

  1.  On the column that you want to customize, click Customize

  1. In the customize column overlay, choose between fields and highlights to be displayed in the column

Fields configuration in the Summary Section

The fields present already as defaults can be customized.

Highlight cards configuration in the Summary section

You can choose to add any of the following highlight cards:


Details section

The details section gives you a detailed view of the related modules, activities, and integrations that are associated with the record. The following sections can be added:


Note: Only Administrators and Account Administrators can enable/disable, reorder, and rename the sections under the Details section.
  1. Activities

From the Activities section, the following tabs will appear:

  1. Activity Timeline

The activity timeline is a tab that lists all the interactions the contact has had with your website, web app, and even with your sales and marketing persons. So when you would like to follow up on a contact, a quick glimpse at the contact’s activities timeline would help you understand the engagement level of the contact from the emails received, pages viewed, demo requested, webinars attended, meetings scheduled, etc. You can view tasks and take action on them.

You can also filter by activity type and time period

  1. Notes

Notes help get insights into Contacts/Accounts/Deals and help during record transfers between users. You can view all the notes related to the record from the Notes tab.

Note: The most recent note will be displayed in the Summary section.


  1. Tasks

Tasks enable your teams to work in tandem with each other. Assigning tasks to multiple users ensures that the team can collaborate and complete the task even when the owner is unavailable. You can also add to-dos for yourself and keep track of your pending items. Add a new task and also filter and view tasks - All, Upcoming, Overdue, and Completed.

  1. Meetings

You can view all your meetings here and add new ones. You can also filter them by Upcoming, Overdue, and Completed. At the conclusion of a meeting, an outcome can be added in the Edit Meeting overlay as Interested, Left message, No response, Not interested, or Not able to reach. Click here to know more about how you can add meetings to the CRM. You can also add zoom video conferences to all your meetings and also join them from the CRM.

  1. Custom sales activities

You can view all the custom sales activities that have been configured. For example: Coffee Meetup. View and filter upcoming, overdue, and completed custom sales activities. You can also mark the activities as complete.

  1. Contacts/Accounts/Deals Fields

The Fields section for each module gives you the list of fields under groups and subgroups (based on how you have configured them in the module settings page under Admin Settings) You can also search for fields (by label as well as value) to find them quicker and perform inline edits for quick changes to the field values. 

You can add the following related modules in the Details section. 

  1. Related Contacts

  2. Related Accounts

  3. Related Deals

  4. Related custom module

  5. Contact/Account/Deal teams

On each page, you can view up to 25 records. Click through pages to view all your related records. You can also customize the columns per your choice.

  1. Recent Conversations

View the email conversations with the contact, with the most recent at the top. You can send emails, connect to your email provider, and also add call logs.

  1. Integrations

You can add any/all of the apps that you’ve configured for the detail pages. For example, if you have a Freshdesk integration, from the Tickets module, you can view all your Freshdesk tickets, and filter them by Contact/Account/Status. All columns are customizable. Below is an example from an Account page.

  1. Account Hierarchy

View parent/child account and related contacts in the Account Hierarchy section. This is available only in the Account view.

  1. Files

Upload and associate files with the records in the CRM. Click here to know more about files

  1. Products

If you have products enabled in your account, you can view the list of products that you have added to the CRM. This is available only in the Deal view.

  1. Documents

You can view all the documents configured and make changes to them.

  1. Reminders

View the list of reminders configured through sales sequences here.

  1. Slack Conversation

In the Deals module, view the deal-related discussions via Slack from here. Click here to know more.

  1. Freddy AI Insight

With Freddy AI insights, you can view the following details about your contact/account:

  • Scoring factors - With Freddy’s contact scoring, you can identify the most sales-ready contact from the rest.

  • Possible duplicate records - The deduplication functionality, which is powered by Freddy, proactively looks for, detects, and displays duplicate records using a smart match algorithm.

  • Possible Connections - Freddy identifies contacts from the same organization in the CRM based on their email addresses.

  • Deal Insights - Get insights on how your deals are performing via deal insights powered by Freddy (available only in the Deal details section)

  1. New integrations - You can add integrations of your choice from Marketplace.

How to customize the Details section?

To customize the sections in the Details section,

  1. Click the gear icon near the Details section

  2. In the Customize sections overlay, reorder, enable or disable sections

Use Customer 360 to engage with your contacts faster and better.