Contacts Overview

View and manage a specific contact. Click a contact's name from the Contacts list to open it.

Contacts Overview with real contact details

Name Description
Modify Update the contact's details.
Reset Password Reset the contact's storefront password.
Delete Permanently remove the contact.
View as Customer Start a read-only storefront session as this contact, for troubleshooting.

Contact Information

Every field on the contact's record: First Name, Last Name, Job Title, Status, Department, LinkedIn Link, Website, Account Name, Email, Primary Phone, Business Phone, Mobile Phone, Fax, Next Activity Due Date, Contact Type, Notify via Email, Notify via Text, and Notes. Most are optional and show --- until filled in.

Timeline

A log of activity recorded against this contact (date, IP, action, and asset). Reads "No timeline activity yet." for a brand-new contact.