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How can I make sure a call is logged under the correct contact when it comes from a different number that is not on file?

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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.

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