Quick View

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Quick View gives you a snapshot of your contacts’ most important info and lets you perform tasks related to that contact in just a few clicks.

In this lesson you'll learn:

How Quick View can save you time
How to toggle between Quick View and Detail View
Ways to customize your view
How to set up default fields

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Transcript

Quick View puts a contact's most important information and recent history on one screen. If you spend your day working with people one at a time, on calls, follow-ups and consultations, this is where you'll do a lot of that work. You can email, text, log a call, and keep tasks and notes up to date, all without leaving the screen. To open it, go to Contacts, hover over the contact you want to see, and click the Quick View icon. Quick View has three columns, and you can customize all of them. On the left is the contact overview. In the middle are the contact's fields. On the right are widgets for related information, like tasks and notes. The overview shows key information about the contact and their recent interactions with your business. To add a profile photo, hover over the image placeholder, click the add image button, choose a file, and click Save. To add social media profiles, click the gear icon at the bottom of the overview, paste in the profile links, and click Save. The overview also has three quick actions. Send a one-off email, send a one-off SMS, or log a phone call. The middle column shows whichever contact fields you choose, including your custom fields. Showing only the fields that matter for the job helps you stay focused. To change them, click the gear icon at the bottom of the fields section. Click Add to add a field, click the X next to a field to remove it, and drag fields to reorder them. Then click Save. Here's the useful part. The fields you choose are saved group by group. So a group of new leads can show the answers from your contact form, while a group of current clients shows something else, like their goals. Each group shows the fields that matter most for it. The right column holds widgets for the contact's notes, tasks, deals, companies, custom objects and conversations. To add something, like a new task or note, click the add icon in the top right of that widget. To choose which widgets you see, click Settings at the bottom right. Click the eye icon to hide or show a widget, drag widgets to reorder them, and click Save. If you use Ontraport Calendar, make sure the Calendar widget is visible in those same settings. Then you can add, edit and view the contact's upcoming events right from Quick View. Quick View isn't just for contacts. Click Deals, Companies or any custom object in your navigation, if your account has them. Then hover over a record and click the Quick View icon. So: hover and click the Quick View icon, take action from the overview, pick the fields that matter for each group, and set up the widgets you use. Next up: Detail View, the other way to open a record.