With Ontraport’s CRM, you can view your contacts in a list or choose to use Card View, which displays your contacts’ information like business cards and organizes them by stages within your business. Here’s an example:.png)
You can tailor the cards to show what you want to see at a glance and dictate which stages you’ll divide the contacts into (these become the headers for each column).
This view is commonly used by live sales teams or teams that often interact with clients in person or on the phone. It allows team members to manually drag and drop contacts to the appropriate category based on conversations or other intel, and it ignites appropriate manual or automated follow-up. Its visual cues also support team members in prioritizing which contacts to follow up with and gauging their progress toward their quotas and goals at any time.
From a management perspective, Card View provides a quick pulse on the quantity and type of contacts in each stage of your critical systems, enabling you to make data-driven decisions. You can more easily forecast results for budgeting and resource planning, spot weak points in your funnel to make improvements, and zero in on your team’s most significant opportunities to convert leads into customers or otherwise achieve your goals.
This article describes setting up a customized Card View in your account.
Check out the video about Card View to learn more.
Table of contents
Getting started with Card View
Creating your stages and cards
Using Card View
Use cases
• New client onboarding
• New product launch
• Client project management
Getting started with Card View
With Card View, you have complete control over what stages you want to show, what information is on each contact card, and how each user in your account views the funnel. Follow these steps to create your stages, cards and displays.
- Go to Contacts and select the group of contacts you want to apply Card View to. Card View can be used for groups of fewer than 25,000 contacts.
- In the top right, click
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to turn on Card View. The Card View settings dialog will open.
Creating your stages and cards
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The stages you organize your contacts into – in other words, the labels that show at the top of each column in Card View – can be based on any field in your contact records. The values in the dropdown for that field become the labels for each column.
For example, suppose you have a Lead Status field with dropdown values such as New Lead, Considering Purchase, and Completed Purchase. In that case, those values will become your columns in Card View.
You can also view full cards with more information or mini cards with just the essentials to see more cards on one screen.
In the settings dialog:
- Under Column Settings, select the field you want to display as columns.
- If you don’t yet have the field you’d like to use, click Add → Create new field to create a new dropdown field.
- Under Card Settings, choose Full Card or Mini Card to determine how much information you’d like to see at a glance, and select which fields you want to display on the card.
- Click Save.
Using Card View
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Once you set up your view, you can interact with the cards using simple drag-and-drop functionality. Moving a contact’s card to a new column updates the related field in their contact record. Based on that field update, it can trigger any corresponding automation you’ve set up.
You can also easily select specific contacts or groups of contacts and send them an email or SMS, add them to a specific automation map, or label them with a particular tag or field value using group actions just as you could in List View.
Use cases
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With Ontraport, you can customize your view to depict any system in your business. Here are a few possible use cases for Card View. For information on Deals and Companies, which is Card View specifically built for sales teams, view our Automate and Manage Your Sales Pipeline article.
New client onboarding
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If you have an onboarding process to ensure new clients are properly welcomed and trained on your product, you could organize your Card View stages based on the steps involved, such as Welcome Call Scheduled, Welcome Call Completed, Training Video 1 Completed, 30-Day Check-in Email Sent, and so on. This way, you can easily spot where clients get delayed and quickly tweak your outreach messaging approach to free up the flow.
New product launch
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Say you’ve set up automation to create buzz around a new product. You can use Card View to gauge the effectiveness of your efforts by dividing contacts into funnel stages. For example, you could designate stages for Signed Up for Pitch Webinar, Attended Pitch Webinar, Visited Order Page, and Purchased. This can be a helpful way to estimate your conversion rates and revenues.
Client project management
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If you’re a B2B service provider, you could use Card View for the stages of repetitive client projects, such as Proposal Sent, Proposal Accepted, Stage 1 Complete, Invoice Sent, Invoice Paid, and so on. This can be especially helpful with keeping track of the status of your interactions and ensuring you don’t miss a vital approval or payment.
