Who are Contacts?

How to perform follow-up from the contact module?

• Email : You can easily create a follow-up email by clicking the email icon on the top right corner of the contacts window. Draft your mail in the pop-up window and click send. 
  
• Phone : If you have the telephony integration enabled, you can ring up the visitor if they have left their phone number by clicking on the Phone icon on the top right corner of the contact window. 
  

How to filter contacts based on your business requirements?

• In the SalesIQ dashboard, navigate to People > Contacts, click on the Views icon on the top right corner of the left-hand side menu.
  
• Add your desired rules from the various criteria available, give your view a name and click Save. 
  
• To select the added view, click on view name to open up the drop-down and scroll down to select the view.
  

Quick tips:

• You can use integrations like Cearbit Reveal, Leadberry to enrich the data of the contact.
  
• Use custom widgets to perform custom actions like pushing the visitor's information to your application, etc. 
  
• Export the contacts to perform further analysis.