Tracking Contacts
- Sauharda Rawat (Unlicensed)
After you create your contacts, start engaging with them at the contacts' main pane.
In this article, you will learn how to:
View your contacts list
Track detailed activities of your contacts.
Download your contact information,
Before you start
Make sure you have successfully created contacts.
View Contacts
For contacts, navigate to Settings > Contacts.
Here you can view all contacts created in your workspace. You can also:
Sort contacts by created date, last activity date, or their names.
Filter contacts based on their on attributes like:
Name
Type
City
State
Country
Custom fields
Status
Created date range
Eshopbox app groups your contacts based on their types. There are only three following types:
Type | Description |
Vendor | Supplies you some inventory or provide you with services or products to help you operate your business. It will be available while creating consignments, order as well as configuring fees. |
Collection Agent | It helps you to safely process or/and collect payments for your orders. It will be available while adding payouts |
Customer | Someone who frequently places orders for your products. It will be available while creating Orders. |
To view a contact, apply a filter using the contacts name. Once filtered, you will view that particular contact with below details:
Name
Type of contact.
Email address selected as your primary way to connect.
Status of the contact
Last Activity Date
Created Date
To view detail of the contact, click their name. This will bring you to their detail page. Here you can view:
all information provided while creating the contact, and
track activities of the contact.