What are the key actions available at the top of the Contact Detail page?

At the top right corner, you'll find several buttons and an ellipsis icon offering various functionalities. These features are designed for quick navigation and management of contact information.

Send Mail

Clicking this button opens a compose email tab with the contact’s primary email address automatically filled in the To field. This feature allows for quick communication with the contact without having to manually enter their email address.

 +Deal

Clicking this button opens the Add Deal drawer. The contact’s name will be automatically filled in the primary contact fields. You can then fill in additional details to add this contact to a new deal. This streamlines the process of creating a new deal involving the contact.

Ellipsis Menu

Clicking on the ellipsis icon reveals options for managing the contact. These include:

1. Edit

1. Select Edit in the ellipsis icon to open the Update Contact drawer. 

1. The drawer shows all contact fields pre-filled with existing information. 

1. You can update details like names, phone numbers, email addresses, company, designation, or sales owner.

1. Save changes to update the contact record.
   
   

1. Select Clone in the ellipsis menu to open the Clone Contact drawer, where fields automatically populate with the current contact's information, including names, phone numbers, email addresses, company, designation, sales owner, and other associated details.
   

1. The CRM fills certain fields based on existing values, while auto-generated fields do not appear in the Clone drawer, simplifying the process of adding similar contacts without manual data entry.

1. Review or modify the pre-filled information before saving. Once saved, an exact copy of the original contact is created, which is useful for quickly adding similar contacts without re-entering all information.
   
   

1. Select Export to choose a file format for download, such as XLSX, XLS, or CSV.

1. After selecting the format, click the Export button to prepare the file.

1. Once ready, click the Download button to save the file to your device for offline access to contact information.
   
   

1. Select Delete opens a confirmation popup.

1. Confirm the deletion by clicking Yes, which removes the contact and moves it to the Recycle Bin. This feature aids in managing and cleaning up contact lists.