User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Data Connection

Know every contact and company personally in Workevo

PreviousHow to enrich your contact data?NextGet valuable customer insights from day one

Last updated 4 years ago

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In this section, we will share how to read about any contacts and company in Workevo.

To read and understand individuals or organizations in Workevo, you need to click on each contact (or company) you want to read in the contact list (or company).

You will find a lot of useful information about your contacts in the personal information column to the left of their avatar profile.

If you are not sure what specific actions a user has taken, you can click on the tab activities.

Contacts Management feature allows you to group your contacts into useful groups by tagging contacts or adding a new company. You can see any tags that have been added about your users to the right of their profile.

If your team members have left any helpful notes about your users, you can see it on the left side of that profile as well.

Hope you will get million insightful facts about your contacts.