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Contact Profile

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When you click on any contact name or phone number in the 'Calls' [1] (previously, Call History), 'Voicemails' or 'Contacts' sections, the Callbar, or any other link, Talkdesk opens the corresponding profile and historical activity:

Contact_Profile_1.png

The contact’s information, like phone number, email, company, address, etc., is stored in the 'Profile' tab [2]. Any custom fields defined for your contacts will also show here.

If you wish to change or add any details, simply click the 'Edit Profile' button [3]. Enter or edit your required information into the respective fields and hit the 'Save' button at the bottom of the page.

Contact_Profile_2.png

Once edited or updated, all details within the contact’s profile tab are immediately available to all agents of your team.

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