What's in this video: How to navigate a contact's profile and product information in Callers IQ.
- Contact info section (left side) — holds the customer's personal details, plus key fields like contact owner (who the lead is assigned to), lifecycle (customer status), and source (where the lead came from)
- Saving contact changes — always click "Update Record" to save edits made in the contact info section
- Product information section — track units the customer owns or is interested in; set the status (e.g., "interested in"), update the make, and add other details
- Saving products — hit "Save Product" to create a product card; no need to click Update Record for product info, since the Save Product button handles it
- Custom fields — contact your rep to add any extra fields you'd find helpful
Creator: Travis - Client Services Manager
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