Card View
Ontraport’s Card View displays your records on a layout similar to a visual task management system. It shows you where each record is in any funnel or process and gives you quick drag and drop access to update things on the fly. By default, your contacts are organized by sales stage, including: uncategorized, new contact, lead, active client, declined credit card, cold client reactivation, lost.
Contacts can move through these stages manually and automatically. Dragging a card from one column to another updates the value of that field for that record. Contacts’ stages also change when certain events happen.
When contacts are created, they will appear in the “new contact” column. When they fill out a lead form, they’ll appear in the “lead” column. When they buy from you, they’ll move to the “active client” column. If their card declines, they’ll move to the “declined credit card” column. And when the contact takes no action for 180 days, they’ll move to the “lost” column. Behind the scenes, an automation is changing the field called “status” when certain events (called triggers) happen.
Your cards also have a color component. As contacts engage (or don’t engage) with your content, their “time since last activity” field will be updated, and the color will adjust accordingly. You can make changes to the colors or to the time frames for these color fields.
You’ll see a few example clients in your account so you can practice and see how this works.
Quick View
Quick View is a one-screen summary of all the most important details about a contact. Click on an action button to send a message to your contact, log notes about a call, fire off tasks, and more.
Widgets on the right side of the screen allow you to easily access other collections in your account, such as Calendar and Tasks.
Detail View
You’ll see a complete history of everything that has happened to the record you’re looking at. record. The top action bar is the very top row of your record. That’s where you’ll find a few action buttons for sending emails, assigning tasks, logging phone calls and more. On the left side of your record are all of your record’s tabs, which are like folders that keep all your information organized.
Clicking on any of these tabs, you’ll see information organized into different sections. There are sections for Contact Information, Calendar, Tasks, Purchases, Notes and Files, Marketing Information, System Information, and more. Within each section, you’ll find the fields storing data relevant to that category. If you don’t like the way something is organized, you can change it. It’s all customizable.