Enhance a contact's profile with social data and URLs


OnePageCRM allows you to do simple lead enrichment with the Enhance feature.

All you need is a valid email address to retrieve public social data (for example, social media profiles) and build an enhanced and clearer picture of your customers.

In this article:

Enhance a new CRM contact
Enhance an existing contact


How to enhance a new contact using Add/Edit Contact

Jump up to Article's Overview ⮝

1
In your Action Stream or Contact Page, click Add Contact.

Add contact


2
Add contact details including a valid email address. The Enhance icon will show up if there are publicly-available information → click the Enhance icon.

Enhance contact option


To clear this update, click Undo.

Undo enhance


How to enhance an existing contact from Contact view

Jump up to Article's Overview ⮝

1
Open a contact with a valid email address. The Enhance icon will show up if there are publicly-available information → click on the Enhance icon.

Enhance from contact view


2
The Enhance feature will search for any publicly-available information such as social data and URLs and automatically populate the contact's fields.
To clear this update, click Undo.

Enhanced data populated


Notes:

  • To enhance a contact's details, you must have a valid email address for that contact.
  • If the information is not correct, you can revert the details to their previous state by clicking on Undo at the top of the page.
    • 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, the data that already exists in OnePageCRM takes priority.
  • It's not possible to Enhance contacts in bulk or filter contacts that have been enhanced.
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