Help · Connect (CRM)
How to read one contact's history
One contact: consent and its wording, sources, mails sent / opened / clicked, sequences, lists and shared notes with @mentions.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open a contact from Connect → Contacts.
- Check consent: when, where and the exact wording they agreed to.
- See mails, sequences and lists; stop a sequence for this contact if needed.
- Add a note and @mention a colleague to hand over a follow-up.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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