Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to enrich contact profile from the contact page

You can run smart enrichment of the contact data directly from the contact page. If enrichment data is available, the btn_contact_data_enrichment00002.png button will appear in the contact profile. Data enrichment from the contact page is similar to the enrichment data from an email message.

After adding the data to the contact page, the btn_contact_data_enrichment00003.png button will disappear from the email messages in the communication panel and from the contact page.

See also

Contact profile enrichment from the incoming email

How to add a new contact from an email

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