How to View Contact Details, Notes, and Orders in Keep

Managing contacts efficiently is essential for keeping track of interactions, updates, and orders. In Keap, you can easily access and review contact details, notes, and order history. Here’s how:

Viewing Contact Details

• Locate and select the contact record.
• Click on View Details.
• This will display all changes made to the contact record.
• If no data is present, it means no changes have been made.

Viewing Notes

• Click on View Notes.
• All notes associated with the contact record will be displayed.
• Click on a note to view its full details.

Viewing Orders

• Click on the Order button.
• This will display all orders linked to the contact record.
• For more details, click on View Orders.
• You will be redirected to the order page for that contact.

By following these steps, you can efficiently track and manage your contacts, notes, and orders in Keep.