Contact Profile Overview
A central hub for your contact and your interactions with them.
Steps
Navigate to People on the left-hand menu.
Locate a contact in your list and click on their name to open their profile.
Contact profile is a centralized place to find everything about a contact. You can save the following key info on your contact profile:
1. Details
Here you can find all details about your contacts.
Contact details such as full name, email, phone
Tags for the contact
Flows contact is enrolled in
Birthdays and Anniversaries with auto-pilot to set up e-cards
Deals you have with the contact
Spouse information if you prefer to keep them as one contact
2. Relationship Timeline & Notes
Once you’ve connected Rechat to your Outlook or Google account, you can easily track your interactions with a contact under Upcoming and History. Here, you’ll find a complete record of your emails, calendar events, call logs, text messages, and other activities. Plus, you can add and view notes about the contact to keep everything organized and up-to-date.
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