You can save time on searching and entering contact details of an account using the profile enrichment function. Profile enrichment includes:
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Adding company website address and logo on a new account page. This function is performed if you select one of suggested company names from the drop-down list when filling out the [Name] field of a new account record. Read more >>>
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Adding communication options to an account page: phone numbers, email addresses and social network profile. This is performed automatically, when you run the [Enrich data] action. Read more >>>
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Adding information from the social network public pages to an account page. Performed by the [Update with social networks data] action. Read more >>>
To enable data enrichment, Creatio on-site users will need to specify a cloud service key in the corresponding system setting. Read more >>>
Contents
•How to enrich the account data from the open Internet sources
•Receiving account information from Facebook
See also
