From time to time, you may want to have a close look at an individual CRM contact, here is how you do it!


First, search your CRM database for the contact:



Now click VIEW



You now have 3 options to click through:




CRM information: this is where you can see their entire CRM information and update it if you wish




Behavioural data: This is where you can see all of the behavioural data for that contact!



Notes: This is where you can add your own notes, you can also see notes created on behalf of your Kulea actions to that CRM: