How to enhance a contact's profile with social data and URLs

To enhance a contact's profile information in OnePageCRM, you must have a valid email address for that contact.

There are two ways to enhance a contact's profile:

  • Enhancing a new contact's profile using Add / Edit Contact.
  • Enhancing a contact's profile from Contact view.


Enhancing a new contact's profile using Add / Edit Contact

  1. Open your Action Stream and select Add Contact (see A).

  2. If you enter the a valid Email address for the contact (see B), the Enhance icon appears (see C). 

  3. Select the icon and we'll search for any publicly-available information such as social data and URLs and automatically populate the contact's fields (see D).


Enhancing a contact's profile from Contact view

  1. Open up your contact and click on the Enhance icon (see A).

  2. We'll search for any publicly-available information such as social data and URLs and automatically populate the contact's fields (see B). 

NOTES
  • To enhance a contact's details, you must have a valid Email address for that contact.
  • OnePageCRM will automatically search we'll search for any publicly-available information such as social data and URLs and automatically populate the contact's fields when you click Enhance icon.
  • If the information is not correct an undo option will appear above the contact which will revert the details to their previous state.
    • If you do not select undo, and instead navigate away from the contact then the enhanced information will remain.
  • If you enhance contact information and there is a conflict between existing and new information, OnePageCRM takes priority.

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