People → Accounts page lists all the companies that were created or formed automatically based on the contact information in your Reply account. When you click on the account's name in the grid, the individual page and the account's sidebar will be displayed.
The individual account page provides you with the ability to manage both the account and the contacts associated with it, making it an excellent alternative to CRM solutions. You can access all the information related to the company as well as the activities carried out by you and your team members.
The account's sidebar on the left side displays all the information about the account, which you can also edit. Read this article to learn more about what actions you can take in the account's sidebar. You can hide or open the account sidebar anytime by clicking on the < > arrow buttons correspondingly.
The individual account page includes several tabs:
Contacts activity: This tab displays all the activities related to the contacts associated with the account, made by all team members.
Notes: This tab lists all notes made by all team members that relate to the account.
Contacts: This tab lists all the contacts linked to the account. You can also manage the contacts from here.
Activity: This tab shows all the activities performed by all team members on the account.
Let's take a look at each tab in more detail.
1. Contacts activity tab
You can view the history of all activities you and your team members have performed with contacts in the account by using this tab.
All activities are listed in chronological order, with the most recent at the top. Examples of activities include moving contacts to accounts, setting statuses, and more. Each action is briefly described, and the exact date and time are provided. You can easily track each activity and identify the team member who performed it, so be informed about each action.
Use the filters on the top to filter activities by such criteria as:
All events. Filter activities by type of event such as Emails, Calls, People, Sequences, SMS, Tasks, Meetings, and LinkedIn. Select one or more options from the list and click "Apply." To remove filtering criteria simply click on X.
All time. Set the timeframe during which activities were triggered. You can select a default timeframe such as Last Week, Last Month, Last Year, All time, or select a custom timeframe.
2. Notes tab
On the Notes tab, you can access all the comments made by you and your team members that provide useful information about how the account and its contacts are being processed in Reply.
The total number of notes is displayed near the Notes heading. All notes are listed in chronological order, with the most recent ones appearing at the top.
To add a note, simply type the text into the "Take a note" field and click "Save."
3. Contacts tab
The Contacts tab displays all the contacts associated with the account. Here, you can view and manage contacts, perform various actions (including bulk actions on multiple contacts), and quickly access each contact's card.
To quickly filter the contacts, use the quick filters located at the top of the page. These filters include:
All: view all contacts to which you have access;
My: view contacts for which you are the contact owner;
Opened, Replied, Bounced, Opted Out, Calls, Clicked: filter contacts by their status;
More: use the search field to find additional filters for contacts.
When you click on a contact, the sidebar displaying the contact's profile will appear. Here, you can view and edit the contact's information, as well as use the icons at the top to perform quick actions. Click on the arrow button to view the Activity, Sequences, and Emails logs.
You can also perform actions on the contact(s) in the tab.
To perform an action on one or more contacts, select the desired contacts or click "All".
The icons with the corresponding actions will then appear at the top of the tab.
Here are detailed instructions for each action:
Validate emails: Launch email address validation for the selected contact(s). Reply will notify you via the Notification Center once validation is complete. Email validation helps you verify the deliverability, bounce rate, and other criteria of contacts' emails, reducing the risk of sequence suspension.
Move to sequence: Click the icon to view a list of sequences in your Reply account. Select the desired sequence and its step to move the contact(s) directly to it. Choose whether to enable or disable step delay and click Move.
Move to account: Click the icon to display a list of available accounts in your Reply account. Select the account to move the contact(s) to. Note that each contact can only be in one account at a time.
Move to lists: From the list of available contact lists, select the desired one and click Apply.
Change status: Set the status for the selected contact(s). Click the + or - buttons next to the desired status to set or remove it, and click Set status.
Log a meeting booked: Click the icon to log a booked meeting with the selected contact(s). Read this article to learn more about how to log a meeting.
Remove from account: Click the icon to remove the selected contact(s) from the account. Confirm your decision in a pop-up and click Remove.
More → Export to CSV: Export all data of the selected contact(s) to a CSV file. Here are more details about exporting.
More → Blacklist: Blacklist the selected contact(s), preventing them from receiving emails or any other messages from the Reply platform, even if they are still connected to sequences.
More → Unblacklist: Remove the blacklist status from the selected contact(s).
Add new contacts to the account
To add new contact(s) to the account, click on "New contact" in the Contacts tab.
You can select one of the following options for adding contacts:
Import from CSV: Use this option to add multiple contacts at once using a CSV file. You can refer to the instructions on how to import contacts from a CSV file and recommended practices for making CSV imports.
Add from existing: Select this option to add contacts to the account from your general database of contacts in Reply. Choose the relevant contacts and click "Add."
Create manually: Use this option to add a new contact manually by entering all the necessary information. The new contact's profile will be displayed in the left sidebar. Add the required contact details, and the contact will be created.
Once you add contacts in the Contacts tab, they will automatically be linked to the account and added to your database of contacts in Reply.
4. Activity tab
The Activity tab lists all the activities that were made by you or your team members within the account. Here, you can view all changes made to the account so that you can easily track the account's history and understand the context of any updates or changes.
