How to view contact details and communication history

How to view contact details and communication history

Overview

Contact Details allows you to discover more information about the people who are part of the conversation, view and change contact nformation, view recent conversations involving this contact, and manage internal notes.



Instructions

Step 1


Click the gear icon on the top right of the inbox and into the settings tab.


Step 2

Select the conversation you want to investigate.

Step 3

Click on the contacts details plugin in the integrations switcher to see the details alongside the conversation.




    • Related Articles

    • Manage tags report view

      Overview Simpu's Analytics provides admin, team managers, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical metrics and data, ...
    • Contact Filters

      Contacts Filters: This helps to strain out contacts from the view according to conditions set. You can filter out custom fields already set.
    • How to view analytic report(s) of a completed campaign

      STEPS TO FOLLOW Click on Campaigns on the sidebar Use the filters at the top to filter through desired data Click on the Campaign to view the Stats (NB- To get more details like each individual delivery status you can view this in the Developers ...
    • Manage teammates' report view

      Overview Simpu's Analytics provides admin, team managers, department heads, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical ...
    • Manage conversation report view

      Overview Simpu Analytics provides admin, team managers, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical metrics and data, ...