How to use contact properties?
For whom is this feature?
Where do you find the contact properties?
Contact details include:
- The name of the contact
- The contact’s company account
- The email address associated with the contact (there may be more than one)
- Contact phone number
The name and company can be adjusted manually by clicking on the field.
The email address and phone number is automatically recognized by Grasp on first contact. Has the contact previously contacted you with a different email address or phone number? If so, you can merge them.
Click on the three dots at the top to merge the contact with another contact. A search box opens to find the second contact to merge all data. No data is lost in this process. It is not possible to disconnect contacts from each other. So be careful to select the right contact.
Use the dropdown in the ‘Labels’ field to select a label and add it to the contact. You can add multiple labels per contact.
Hide contact properties
In addition to the contact properties, you also have specific conversation properties per customer. Find out what you can do with these properties in your inbox.