What Are Contact Details?

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 4:11 PM by Belinda Henry

Contact Details

Within Conversations, you have access to some basic contact details which you can change and update as needed.

You can find the details area on the right side of the screen. See Image

How to update the contact record

When you open a conversation with a contact, sometimes they are simply sending you an update for their account. You can do several of the most common updates in the Contact Record area by simply clicking on the field you wish to change.

For example, you can change the name by clicking on the Name field indicated in the image to the left.

How to add Tags to a contact

Adding a tag to your contact is very easy in Conversations. Simply start typing and the tag options will appear for you. Alternately, you can create a new tag as well.

How to add a Contact to a Workflow in Conversations

Sometimes you need to add a customer to a workflow for whatever reason, to do this, click the "Add" button and choose the workflow.