Table of Contents
Overview
Navigate to the Contacts page to see every prospect, lead, or customer you have interacted with. As a general overview, the Contacts are sorted last to first, meaning that the most recent engagement pushes the contact to the top of the list.
The Contact page has three main sections:
Basic contact controls
Managing customer data in Aloware
Reviewing engagement
Furthermore, you can see the contact’s most important information on this page, such as their company names, phone number, and tags. You can also look a the contact owner and the last message sent or received.
Contact Profile
Each Contact has a small CRM-style profile, that shows their basic personal data, such as name, phone numbers, phone number type, and the time based on the contact's location.
Aloware also identifies phone numbers to let users know if it is a VOIP, landline or DNC, etc. Read about Phone Identifiers to know more.
Sequence
Users can enroll the contact to a sequence by clicking the "+Enroll To Sequence" button and selecting from the list of Active Sequence.
You can also disenrol the contact by clicking the Disenroll button
Integration Cards
Contacts that are synced from CRM (HubSpot and Pipedrive) to Aloware should display basic information along with the deals and stages associated with the contact.
Integrations
When an Integration is enabled, Aloware will sync any edits to the Contact back to the CRM. Read about Syncing contacts in our Integrations collection articles.
Scheduled Messages
Users can schedule messages to ensure it is forwarded at the right time. You can read how to send Scheduled Messages in this article.
Phone Numbers
Each contact can have multiple phone numbers. Commonly, contacts can only have one phone number (as a primary number). Users can select a primary number, edit or delete it.
Read about Phone Identifiers in this article.
About this Contact
These are the fields which users can add or edit details about the contact:
Owner - the user who initially added the contact; or user who is assigned to associate with the contact records
Contact Disposition - status of the call outcomes. Read about Call Dispositions in this article.
Modify Tags - displays all the tags associated with the contact. Users can modify the tags by clicking the +Modify Tags
Email - displays the contact's email that will be used to send emails. Users can add or edit this field.
Address
Website
Company Name
Location - Aloware detects the contact location and timezone based on Phone numbers
Country
Zip Code
City
State
Time Zone
Date of Birth
Lead Source
Notes
Custom Field 1
Custom Field 2
Year
Make
Model
Price
Stock Number
VIN
Region
Initial Call History
Initial Line - displays the first line assigned to the contact or used to reach the contact
TCPA Approved
Created At
Time of First Outbound Call - displays the date and duration of the first outbound call to the contact
Intake Source
Communications Summary
Communications made with the contact are also displayed in summary.
Inbound Calls
Outbound Calls
Inbound Texts
Outbound Texts
All Communications
Contact Lines
Displays the list of lines associated with the contact
Contact Ring Groups
Dispays all Ring Groups that the contact is enrolled
Broadcasts
Displays the scheduled broadcast for this contact