Are you ready for an in-depth look at RocketLevel’s contact profiles—the feature at the heart of our lite CRM? Let’s get started!
Business Value: Learn how to manage your contacts.
We have created this video to show you what you can do in your Contact Profiles. You can watch the full video, or click on the timestamps below the video to jump to the exact topic you'd like to explore.
0:24 Viewing index of all contacts
1:02 Accessing a single contact
1:42 Editing a contact / adding a tag
2:45 Viewing the custom lists a contact belongs to
3:01 Viewing a contact's form submissions
(Note: form submission data automatically feeds into the contact profile)
3:14 Viewing a contact's active/completed marketing journeys
3:47 Viewing a contact's history
4:12 Access the inbound/outbound SMS conversation with that contact
4:20 Sending an SMS to a contact
4:29 Adding a note
If video isn’t your preferred format, click here to view this information in written guides.