Home Managing Relationships with Contacts

Managing Relationships with Contacts

By Tosin Olabode

• 4 articles

Navigating the Record Details Page for People, Companies, and Deals

The Record Details Page in Revwit offers a comprehensive view of your people, companies, and deals, helping you stay organised and informed. Here's an overview of the key sections you'll find on this page: General Information This section provides a snapshot of the most important details: - For People: Name, job title, email, phone number, and associated company. - For Companies: Company name, industry, size, and domain. - For Deals: Deal name, value, associated contact/company, and current pipeline stage. Activity History Track all interactions and updates related to the record in chronological order, including: - Emails sent. - Note create, task update. - Pipeline movements or status changes. This section keeps you informed of all past and ongoing activities. Notes - Jot down essential updates, observations, or details you want to remember about the record. Notes are searchable and ensure critical information is always accessible. Tasks Manage action items directly linked to the record: - View completed or overdue tasks. - Assign tasks to team members. - Track progress to ensure follow-ups and next steps are completed on time. Teams and Email - For Company: You can see a list of all contacts within the same organisation. - For People: You can send emails directly from the person email tab and see a list of all past interactions with that record. This layout consolidates all the information you need in one place, enabling you to work efficiently and focus on building solid relationships and closing deals. https://www.loom.com/share/7698f43ebe10451694dd5c32deec07ae?sid=9557ba0d-bbcc-4e91-95af-1a22ab0ed451

Last updated on Nov 15, 2024

Viewing Activity History

Keeping track of your interactions with contacts is essential for building solid relationships. Revwit makes it easy to view a contact’s entire interaction history in one place. Here’s how: Access the Contact’s Details Page - Navigate to the Person section from the sidebar. - Select the contact whose activity history you want to view. Locate the Activity History Section - This section provides a chronological timeline of all interactions related to the contact. Explore Key Activities - Emails: View all email exchanges with the contact, including sent messages. - Notes: Review notes you or your team add to keep track of essential details or updates. - Tasks: Check any completed or pending tasks associated with the contact to ensure everything is noticed. Viewing a contact’s activity history will give valuable insights into your relationship, enabling you to personalise your approach and maintain consistent communication. https://www.loom.com/share/76dc336d141b4f449b45b25e1e9a29ff?sid=c179abdb-c56a-41a0-aff7-5a29dfeca976

Last updated on Nov 15, 2024

Creating and Linking Notes to Contacts

Keeping track of important details about your contacts is essential for building solid relationships. Revwit makes it easy to create notes and link them directly to contact records for quick reference. Here’s how: Access the Contact Record - Navigate to the Person section from the sidebar menu. - Select the contact to whom you want to add a note by clicking on their name. Click the Notes Tab - On the person details page, locate the Notes tab. Add a New Note - Click the Add Note button. - Include details like meeting descriptions, follow-up reminders, or personal insights in your note. Link the Note Automatically: - When you save it, the note will automatically link to the selected contact’s record. Edit or Update Notes: - Need to make changes? Click on an existing note to edit, update, or add more details. Search and View Notes: - All notes linked to the contact are stored in the Notes tab, making it easy to find and review them whenever needed. By linking notes directly to contact records, you’ll always have context at your fingertips, enabling more personalised interactions and better relationship management. https://www.loom.com/share/d27bb7cbe0764f02bf1cf2260908e349?sid=aef4455c-341e-4d66-9abf-b378e210d687

Last updated on Nov 15, 2024

Creating and Assigning Tasks

Tasks in Revwit help you stay organised and ensure that every contact receives the attention they need. Here’s how to create tasks tied to specific contacts, assign them to team members, and set due dates: Access the Contacts Page: - Navigate to the Person’s tab from the sidebar. - Select the contact you want to associate the task with. Create a New Task: - On the contact details page, locate the Tasks tab. - Click on Add Task to create a new task. Enter Task Details: - Provide a clear task title and description (e.g., “Follow up on proposal” or “Send product demo”). Assign the Task: - Choose the team member responsible for completing the task. - If the task is for yourself, you can leave it assigned to your account. Set a Due Date: - Select a specific date and time for the task to be completed. - Use the calendar picker for accuracy. Save and Track: - Click Save to add the task to the contact’s record. - The task will now appear in both the contact’s task list and the Tasks section of the sidebar for easy tracking. With tasks tied to specific contacts, you can maintain focus on actionable next steps, delegate effectively, and never miss a follow-up opportunity. This feature ensures smooth collaboration within your team and keeps your relationship management on track. https://www.loom.com/share/19081aecbc704cea85e6caa91ac81265?sid=58339ef7-cf88-442f-b0f4-5f07cde3b650

Last updated on Nov 16, 2024