What can you see on the business page?
On the business page, you will first see the details of your business:
- name,
- social media profile URLs (if they are added),
- email address,
- and phone number.
If you want to see more details of the business, click on Show more.
On the right, you have the option to
- delete the business,
- or send a message to all related contacts.
Related Contacts
Under the business details, you'll see the Related Contacts to the specific business.
When you click on the arrow next to the contact, it will lead you to the contact page.
In addition, you can also delete the contact from here.
You can even add more contacts to the given business by clicking on +Add Contact.
Here, you can select from an existing contact, or you can create a completely new one.
If you wish to add an existing contact, search for the contact by name or email address.
If you wish to add a new contact, enter the information about the customer you want to add to your table:
- first name,
- last name,
- email address,
- phone,
- Facebook URL,
- X URL,
- Linkedin URL,
- and user ID.
Once ready, click on Save contact.
Related Events
On the right, you'll see every event related to that specific contact, i.e., any actions or important events carried out by the customer.
If you click on a specific event, you can check its details, edit the event type, and copy the JSON.
