Contact Section Overview

Monday, April 08, 2024

Bridge Builder Blog/Contacts/Contact Section Overview

Contact Section Overview

Getting to know your contact tab in Bridger

Let's explore the different sections of your individual contact page.

Once you head over to your contact tab, you'll click on any personal contacts.

We will go with editing the contact details from left to right here.

Also, you can put the contacts in repair, as shown in another video, or delete the contact.

Next, you can work with this section's lead and pipeline status.

Changing it as you wish. You can change the contact to new if you have not communicated with them.

You can put them under made contact or select them to be under meeting, even if you still need to create a meeting in your calendar.

Then, your pipeline status can change to quoted, qualified, or customer.

Specific tasks will trigger the different pipeline statuses as we move further down.

For example, if you go into the lanes and data section and add a lane, so you quote a prospect, that prospect will immediately change.

To quote. From quote, depending on what functions you do in the system, the system will ask you if it can be moved to qualify.

Once qualified, the system will ask you if it can be transferred to the customer.

So don't worry about any of that at this moment. Inside this section, you'll see multiple tabs.

You can create a rate sheet and view the rate sheets for this specific prospect.

You can also develop proposals and view proposals with these prospects.

There are videos for each of these individually.

Here is an overview of the different tabs in the customer tile. Next is tasks.

Every time you put a customer into a sequence. Or, every time you want this prospect to follow a specific set of rules, we create tasks for them.

So, your tasks work similarly to sequences where you can select the tasks you want.

If it's an audio message, an email, a call, a DM, a video message, a LinkedIn message, or another task that you want to define on your own, all you do is click the task. 

You'll choose a priority, select the date you want the task due, and then choose a time.

Here is where you enter the specific task. So it's a phone call.

But, but on say, the conference line. What's going to enter your primary and secondary objectives task?

These are mandatory because every sales rep must understand this specific call's primary and secondary objectives.

​You'll see all your old ones pop up as you enter objectives.

You'll see all your old ones pop up as you enter objectives.

So, often, it's finding out what challenges they have with their present CRM and getting a demo in the books.

So you're going to hit create. What that's going to do is create a task as you see pending.

Now, the date of this recording is February 9th, 2024. If I slide quickly over to today's to-dos, you will see my task of calling on the conference line for Trinity set for today.

So again, we're in functions.

This task. Now, you can complete a task from here. If you complete it from here, it will ask you when you want the next task done because this prospect is in a manual task function.

The same happens when you mark the task complete under today's to-dos.

Moving to the right, you will now have your notes section.

This section will share every note you've created for this prospect.

If you've added a GP goal based on where you are for the next 12 months and your rates.

It will vary between your goal and what contribution this prospect brings to your overall year-to-date sales and GP.

The following section is about challenges. Challenges are straightforward.

You enter the title of the challenge and the full description of the challenge.

This gives you access to these during all of your meetings.

Not only during your sessions, as an individual profile for this particular prospect, but you're also going to want to detail all the challenges they have so you can utilize those maybe in some of your information, the crucial phrasing that you're moving over to them, so on and so forth.


Next is emails.

Any email that you've sent to this specific prospect will show up in your email tab.

Any sequences this prospect has been in or is in will appear in your sequences.

You can run this by completed sequences, you can run it by not activated, you can do all of that from here, and you can activate sequences.

Right from here. Next is your document section.

This section allows you to upload documents of any kind. If your prospects emailed you information and you want to upload it to their actual contact profile section, that's where you do it here.

These documents will also be available for you at any given time. If you have a meeting or you want to understand where the prospect is, you can look at those documents in real-time.

Next is your videos tab. This is where you would integrate SendSpark if you're a member of SendSpark.

If you're not a member, use this link here because we give you a significant discount on SendSpark.

You can connect SendSpark, which will allow you to send SendSpark videos through the entire Bridger platform.

Now, as we move down to the bottom section, any lanes that you've quoted the prospect based on the volume.

Will give you the total GP you're looking at producing with this prospect that immediately goes into your pipeline from that section, moving over.

The engagement section in the prospect tab reveals all of the engagement with this specific prospect.

Everything you've done, um, you can take this engagement tab.

It gives a quick overview of how many times you've called, how many emails, and how many meetings you've had to really give yourself an idea of Where I am at with this prospect.

Next on the list is you can create an individual appointment with this prospect right from here.

So, you would enter the title of your appointment. I will put it as a test and copy and paste this all through.

And I'm going to create the meeting for let's do 1400 today. It's internal because Trinity is in my books. I will choose a meeting on Google Meet, and I will do it for 15 minutes.

​When I hit create, it will generate this meeting on the ninth and add it to my calendar. You'll now see my meeting with Trinity. Not only does it add it to my calendar, but it also adds it to today's to-do list. 

​This is when you have an appointment and go to the documents you've uploaded for them.

Your int, intentions, goals for the meeting, any notes you've created, and anything regarding your meeting that you've put in this prospects prospect's profile.

You can schedule your next meeting right from here, or you can cancel the meeting right from here.

​So, your calendar function is inside this contact tile. You can go as far out as you want regarding your dates and click this calendar to go in.

So, for example, if you had a task that you wanted to complete or anything you wanted to do, in whatever year it was time, you could always click this button under any calendar or any calendar date set up in Bridger.

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