Enrichment of contacts from the incoming emails
Smart enrichment allows you to maintain up-to-date contact data and create new contacts in a few clicks. When an email is received from a contact, the system automatically searches for new information about the contact in the message text, for example:
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contact full name
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account name of the contact
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phone numbers
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email addresses
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social network accounts
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websites
If the information is found, you can add it to the existing contact or create a new contact record.
Note
If the communication option type cannot be determined for information found in the email signature, the default communication option type will be assigned to the communication options added during enrichment. For example, for phone numbers it will be “Business phone”. You can change the type of these communication options on the contact page. The default communication option types are defined in the [Default type of contact communication options] system setting.
Contents
•Contact profile enrichment from the incoming email
•How to enrich contact profile from the contact page
•How to add a new contact from an email
•How to enrich contact profile from the case page
See also
