How to enrich the account data from the open Internet sources
Use the [Enrich data] action to run automatic search for account information. Click the 
button to run this action.
Note
To access the data enrichment function, you need to have permission for the [Can enrich account data] system operation.
Note
Before running the data enrichment, make sure that the account profile contains at lease company name and website address.
As a result, Creatio will search open sources for the following account data:
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email addresses
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phone numbers
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account profiles in Twitter, LinkedIn, Google+, Youtube, Instagram, SlideShare and Pinterest social networks.
When the search is complete, a window with a list of found communication options will open (Fig. 1).
You can edit the communication options in this window. Select records that must be added to the account page and click [Add]. The data will be saved on the account page:
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email addresses will be saved as “Email” communication options
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phone numbers will be saved as “Primary phone” communication options
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Facebook profile pages will be saved as “Facebook” communication options
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Twitter profile pages will be saved as “Twitter” communication options
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LinkedIn, Google+, Youtube, Instagram, SlideShare, Pinterest profile pages will be saved as “Web” communication options.
To run the search again, click the 
button in the data enrichment window.
Note
You can change the number of displayed communication options of each type using system settings. Read more >>>
See also
