A Person profile page is a dashboard of the most up to date information about a person in Pipeline. Add/edit information about your contact, record and view activities, add new deals, and send an email directly from the profile page. Fields on the Person profile include:
Total pipeline is the total value of all active deals in your Pipeline account that are associated with this Person.
Updated is the date this person record was most recently updated.
Won Deals is the total value of all deals associated with this person that you have won.
Company is the company that this person is associated with.
Status is a color status that describes your current relationship with the person.
Title is the job title of the person.
Owner is the user who owns this person.
Source describes how you met this person. (Helpful for tracking ROI)
Type describes the person as a contact or a lead. To learn more, visit Contacts vs Leads.
- Summary is a quick description of the person. Whatever information might be handy to have at hand; could include topics to discuss, product preferences, or anything else you want to see at a glance.
Tags are descriptives you can use to group similar people (examples - marketing professionals, golfers, SaaS, etc). Tags can help you filter to send out an email campaign. You do need to be on our grow plan to send out email campaigns.
Activities is a summary of an action that a user has taken with a person. Record emails, phone calls, voicemails, proposals, meetings, etc. in the activity area and record by activity category. Also, you or a user who is shared with the deal can comment on activity with this person. Admins can customize activity categories in Account Settings.
Filter by category allows you to filter your activities by activity category (example: sort by email, phone call, etc.). An applied filter will remain on all profiles at that level for a streamlined workflow until cleared.
Custom Fields are additional information on people in Pipeline. For example, birthdays, certifications, etc. Custom Fields can be created by admins and are located below activities on a Person profile page.
Files Upload and view files associated with a person. You can upload a file directly and any email attachment will land here as well.
Contact Info includes name, email, phone, address, etc. Click on a contact’s email address to open up a new email in your default web client (Start and Develop plan) or a composition window if using the Email sync with the Grow plan.
- Social Media link to a contact’s Twitter, LinkedIn, Facebook or Google page underneath their contact info. If you are linked to a person, click on the corresponding social media icon to view their page. The google link will take you to any discussion about the person whose profile you are looking at.
Agenda view and add a task or event from the profile page below a person’s contact info. Add task or event templates from this view to automate your workflow.
