The Summary tab provides a snapshot of recent communications with a contact or lead. From the Summary tab you can view related notes, activity information, and any social media and recent Market Snapshot activity .
FEATURE |
ROUTE |
Contacts |
From the Contact Record screen, select the Summary tab. |
FEATURE |
PROCEDURES |
Contacts |
ICON |
COMMENT |
Located in the Next Call/Appointment section on the right. Enables you to quickly set the next call date for the contact. |
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Located in the Next Call/Appointment section on the right. Enables you to quickly set the next appointment for the contact. |
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Located in the Next Call/Appointment section on the right. Enables you to mark an activity as "complete". |
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Located in the Next Call/Appointment section on the right. Enables you to mark an activity as "incomplete". |
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Located in the Next Call/Appointment section on the right. Enables you to view and print a planned letter, postcard, envelope, or label. |
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Located in the Next Call/Appointment section on the right. If the email has not yet been sent, this icon allows you to view/edit/send the email. If the email has been sent, this icon allows you to view the email. |
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Located in the Next Call/Appointment section on the right. Enables you to send a planned email to a contact. |
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Located on the Next Call/Appointment, Incomplete and Complete tabs on the right. Enables you to delete an activity. Also located in the Notes area, this icon enables you to delete a note. |
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Located in the Next Call/Appointment section on the right. Enables you to add or exclude contacts to/from the Prospect List. |
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Located in the Next Call/Appointment section on the right. Enables you to remove or exclude contacts from the Prospect List. |
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Located in the bottom right on the Facebook tab. Enables you to post a message on the contact's wall. This option is only available if you are Facebook friends with the contact. |
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Located in the bottom right on both the Facebook and Twitter tabs. Enables you to view a user's Facebook or Twitter profile. |
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Located in the bottom right on both the Facebook and Twitter tabs. When the contact has not yet been linked to their Facebook or Twitter account, this icon enables you to search for and link the contact. Once linked you can view their profile and interests, send posts/tweets to the contact, and unlink them. |
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Located in the bottom right on both the Facebook and Twitter tabs. When the contact has been linked to their Facebook or Twitter account, this icon allows you to disable social media integration for this contact. Once disabled, you will no longer be able to view the contact's profiles/posts from within 8i. |
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Located in the bottom right on both the Facebook and Twitter tabs. Enables you to comment on a contact's post or tweet. On the Facebook tab, this option is only available if you are Facebook friends with the contact. |
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Located in the bottom right on the Facebook tab. Enables you to view a user's Facebook post. |
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Located in the bottom right on the Twitter tab. Enables you to tweet a message to your followers. |
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Located in the bottom right on the Twitter tab. Enables you to forward the contact's Twitter message to your followers. |