Contact Profile Overview
A contact's profile sets the groundwork for every follow-up feature of AMI
Sellers who provide exceptional service to their clients also pay attention to detail and strive to connect to their consumers on a personal level. Contact profiles store any details about your contacts pertaining to personal information, order history, samples given, wishlists, notes taken, and more to help you provide only the best customer care. AMI allows you to save unlimited data about each individual involved in your growing organization. Managing business contacts has never been easier!
You can add contacts to AMI in one of two ways: manually or via sync with your back office.
The following types of information can be stored for a contact
- Name
- Email address
- Phone number
- Birthdate
- Social media info
- Mailing address
Here's what you can do from a contact's profile
- View the timeline of interactions with a contact from the app (messages sent, follow ups completed, reach outs made by the contact, past orders (manually added or those synced from your back office), past samples shared, wishlists sent, custom reminders sent)
- Send a message using Facebook Messenger, text, email, or a good old phone call
- History of all notes
- Record an order
- Record a sample shared
- Share a wishlist
- Create a custom reminder
- Categorize the contact
- Merge the contact with another version of the contact