Adding Notes, Events, and Follow-Up Schedules on the Contact Profile Page
From a contact's profile page, you can add notes, schedule events, and set up follow-up schedules, all from the Notes and Events tabs, with a summary of the most important items surfaced on the Overview tab.
Getting Started
- Who can do this: Anyone with access to a contact's profile can add notes and events. A note can be edited or deleted by the person who created it, or by an admin user. An event can be edited by anyone it's been shared with.
- Before you start: You'll need to have the new design enabled. See Getting to Know the Redesigned Contact Profile Page to learn how to enable this view. to be on the contact's profile page. Use the global search bar or go to Menu > Contacts > List to find your contact.
What shows up on a contact's Overview tab?
The Overview tab shows a summary of the most relevant information for that contact, including any pinned note. What else appears depends on the contact's type. A purchaser, for example, might show their next deposit due and the unit they purchased, while an agent might show their assigned contacts’ dates/units instead. You may also see assigned agents, scheduled campaigns, upcoming RSVP events, and follow-up or appointment events. The five most recent items from the contact's activity feed also appear here; click View All to see the contact's full activity history on the Timeline tab.
Can I customize which cards appear on the Overview tab?
Yes. Click the gear icon at the right of the Overview section to select or deselect which cards are displayed.
How do I add a note to a contact?
Go to the Notes tab and click to add a note. Type the content, and click Add Note. Notes appear in reverse chronological order, with the newest at the top. Each note shows who added it, and if it was added as part of an interaction (such as a meeting), that's noted as well; for example, "added a note via a meeting."
Can I edit a note after adding it?
A note can be edited or deleted by the person who created it, or by an admin user. Use the micro-menu next to the note and select Edit.
How do I pin a note to a contact's Overview tab?
Click the micro-menu next to the note and select Pin to Overview. Only one note can be pinned at a time; pinning a new note replaces the previous one.
How do I add a follow-up schedule to a contact?
On the Events tab, click Add Follow-Up. In the window that opens, select the schedule, choose which team members should be able to see it, add any reminders you'd like included, and click Save.
How do I add a one-off event?
On the Events tab, click Add Event.
Note: Adding a one-off event currently opens the older-style event creation page rather than the redesigned one. This will be updated in a future release. See Adding a New Event for more detail on creating a one-off event.
Can I mark an event as complete or incomplete?
If your permissions allow it, click the micromenu on an event card to mark a completed event as incomplete, or an incomplete event as complete. You can also edit or delete the event from the same menu.
Not enrolled in the beta program? Email your Customer Success Manager or support@spark.re to request access.