Clicking a contact's name on your salesboard takes you to the contact card. The contact card contains your conversation history with a given contact, as well as a number of actions you can take for a specific contact.
At the top right of the contact card, there are several icons for actions you can take on a contact directly from the open card.
- Call contact: Start a telephone call to this contact directly in your browser, using your Hatch workspace number to the contact's phone number (if they have one)
- Mark unread: Mark this contact as 'unread'. Just as an incoming message would mark a contact as a new unread, pressing this icon will add a border to the contact card on the slaesboard, as a reminder to follow-up on this contact
- Set reminder: Set a reminder to follow-up with this contact. A record will be created in the conversation feed that a reminder was set, and the reminder icon on the salesboard will turn red once the reminder date / time is reached
- Record sale: Record a sale for this contact, complete with dollar amount
- Launch campaign: Manually launch this contact into any existing campaign
- Move contact: Move a contact card into a different column on your salesboard, or, if your workspace shares contacts with another workspace, to a column on a different salesboard
- Close conversation: Closing a conversation just takes it off your salesboard. A contact can still meet the criteria for a workflow, or be messaged directly, after their conversation has been closed—just find the contact on the Contacts Page
- Assign / assignee: Select a user from your workspace to handle this conversation. Users can turn on notifications when they are assigned a conversation, either by a human or bot, in their Profile Settings
In the right-hand sidebar, there are three sections with information about this contact.
- Opportunities: Every time new data about a contact comes into Hatch (from a CRM like ServiceTitan, or a lead source like Angi) a new opportunity is created. Some contacts that have been in Hatch for a long time might have a large number of past opportunities that you can look through by clicking the individual opportunity record. Within the opportunity record, you can search for field names and values.
- Notes: Users can add a note to a contact to provide context / guidance for other users within a workspace.
- Favorites: To quickly show the information that matters most without having to dive into the details of an opportunity, you can make a certain field a favorite. A contact's phone and email are always favorites, you can add additional fields as favorites from a contact's opportunity details.
By hitting the ellipsis next to a contact's name, you can see the contact's email and phone number, and perform two actions.
- Quickly edit core contact information—the contact's name, email and phone number
- Opt-out this contact—this will prevent any outbound messages from Hatch (in any medium) from reaching the contact
At the bottom of the contact card is the messaging box. Here is where you type messages to a contact. There are three symbols at the bottom left of this box:
- Change contact method: The first symbol shows which medium you're using to communicate with this contact. By default, your responses in Hatch will come from whichever medium your contact has used to contact you, but you can also switch in the middle of a conversation. A speech bubble means you're drafting a SMS message, a mail icon means you're writing an email, and the Yelp logo means you're going to send a message via Yelp.
- Add attachment: Attach a file to your email / SMS
- Use Suggested Response: To avoid typing out the same message repeatedly, clicking this icon will let you fill in one of your pre-written Suggested Responses