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Managing Contact/Account profiles

Last Updated: Jan 04, 2016 09:11AM EST
Profiles allow you to apply additional information about contacts and accounts than basic contact information. Some examples of profiles are number of employees, industry type, annual revenue and credit rating. Profile data is searchable, allowing users to target specific prospects or customers.

Access the contact by selecting their first, last or company name on the search page. This loads the contact summary screen.



Select the Profile tab. This displays existing profiles associated to the contact. To edit existing profile data select the name of the profile. To add new profile data click Edit.



Profiles are listed in alphabetical order. Make the required changes and click Update when done.



This reloads the page and adds the profile to the contact.
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