Single Contact Dashboard Walkthrough

In this article, we walk you through everything you will find inside the single contact dashboard and show you how to use each of the features.

1. Contacts

2. Click on a specific contact to open it

How to Use the Single Contact Dashboard: A Walkthrough

1. Accessing the Contact Dashboard:

• Navigate to the "Contacts" tab.

• You'll see a list of your contacts (if you've imported any).

• If you haven't imported contacts yet, the list will be empty.

  • You can manually add a contact (covered in a previous video).

2. Exploring Contact Details:

• Click on a contact to open their dashboard.

• The information displayed is categorized into two sections:

  • General Info: This includes details you entered when importing or manually adding the contact, or information they provided through a form.

  • Additional Info: This section shows custom field values you created for forms.

3. Utilizing Tags:

• Tags allow you to categorize contacts for better organization.

• Click the dropdown menu under "Tags" to:

  • Add a tag manually (e.g., "Freebie," "Course").

  • Search for existing tags.

  • Create a new tag by typing it and clicking the "+" symbol. (Tip: Use a consistent naming strategy for tags)

4. Adding Contacts to Campaigns or Workflows:

• Select the contact(s) you want to add.

• Click "Add to Campaigns or Workflows."

• Choose the desired campaign(s) or workflow(s) and click "Add."

5. Opportunities and Offers:

• This section helps manage your sales pipeline (if applicable).

• Assign contacts to relevant "Opportunities" based on their progress.

• You can also add them to relevant "Offers" or "Courses" (if available).

6. Do Not Disturb (DND):

• Contacts can unsubscribe from emails or text messages, automatically triggering "DND" for those channels.

• You can also manually set a contact to "DND" for all channels.

• It's recommended to remove contacts who unsubscribe to avoid holding onto unwanted information.

7. Communication with Contacts:

• View the conversation history with the contact, including system-generated emails and manually sent emails.

• You can directly compose and send emails or SMS messages from the contact dashboard.

  • Schedule emails if needed.

8. Activity Tracking:

• The "Activities" section shows the contact's interactions within Funnel Breezy, such as visiting sales pages or clicking links in emails.

9. Assigning Tasks:

• Use the "Tasks" section to assign yourself or a virtual assistant (VA) tasks related to the contact (e.g., call them, send an email).

• This is not a project management tool but helps with basic reminders.

10. Adding Notes:

• Use the "Notes" section to record important details from conversations with contacts.

• Avoid storing sensitive medical information here, as Funnel Bossy is not HIPAA compliant.

11. Appointments:

• This section displays the contact's upcoming and past appointments.

• You can also add appointments manually, but most will likely be booked through your calendar.

12. Assigning Contacts (Optional):

• In rare cases with multiple salespeople, you can assign contacts to specific team members.

• By default, all contacts will be assigned to you.