When you are speaking with a contact who is in your system but has called from a different phone number, or does not have a phone number associated with the Talkdesk profile, you can merge this new information with their contact information that is already in Talkdesk.
To do this while on the call:
- Search for the contact that you would like to merge (you can do it from the contacts section)
- Open this new contact
- Click on the 'merge in progress call' button
Talkdesk will automatically merge the call that is in progress with the contact you selected.