Contact record
Everything on a contact page and how to use each section.
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- How to add followers to a contact or opportunity so more teammates get accessOn the contact page, use the Followers field (on the contact card) to pick up to 10 users; on an opportunity, open it and pick followers in the details. Followers can view and edit the record even if they can only see assigned data, but they can't change the owner.
- How to customize the contact page (field order, panels and views per team)In Contacts › Smart Lists, open the three-dot menu › Settings › Customize Contact detail view. Create a view (up to 5), assign it to users, reorder folders and fields in the left panel, choose what shows on the contact card and in the center and right panels, and save.
- How to review a contact's activity history (appointments, forms, payments, clicks)In Contacts, open the contact and, in the right panel, click Activity. Events are grouped by day (Today, Yesterday…); click a card to see the details and the link icon to open the originating page or form.
- How to turn Do Not Disturb (DND) on or off for a contact, per channelOpen the contact in Contacts and, in the left panel, open the DND tab. Enable it for all channels or only some (email, SMS, calls, WhatsApp, Messenger, Google profile) and save. Elooo CRM stops sending messages through those channels.
- How to use the contact record (details, activity and notes)In Contacts, click a contact's name to open their record. On the left you edit details and tags, in the center you see conversations and history, and in the right panel you manage activity, tasks, notes, appointments, documents and payments.