Contacts, companies and tickets
Data Management in the left menu holds your customer data: who your customers are and what they asked for.
Contacts | Keep your customers' names, numbers and e-mails. Known contacts can be routed differently (A known contact / Not a known contact), and campaigns call or e-mail them. |
Companies | Keep the companies your contacts work for (business customers). |
Contact Groups | Group contacts, for example VIP or Newsletter. Use a group in a routing exception or as a campaign list. |
New Ticket and Tickets | Open and follow customer requests, each with an owner and a status. |
Grow your contact list automatically
Turn on Save unknown callers as contacts under More options in a number's voice routing rule. Every new caller is added to Contacts, ready for your next campaign or VIP group.
Customer data belongs to your Touch Identity. Keep only what you need, and delete contacts who ask you to.
On this page
- Contacts, companies and tickets