Contact Manager: Multiple Contacts, per Business / Multiple Phone Numbers & Email Addresses, per Contact

CURRENT:

The current format allows for one, singular POC to be detailed out in the contact manager section of Admin Portal.

NEW & IMPROVED:

Benefits:

• Multiple contacts / email addresses / phone #’s tied to accounts allowing for 3rd party systems to recognize contacts as being associate with the business.
  • EX: Freshdesk / Front / Ring.IO
    • More recognized contacts associated with tickets, when clients email the shared inboxes
    • More recognized contacts found by Ring.IO, when a client calls in 
      • Gets them routed to where they need faster
    • Less contact merging in Freshdesk 
      • Less work for YOU!

Important:

• Agents should only manage contacts in this new tool, moving forward
  • No more updating contacts in chili
• Existing & recognized contacts that are tied to businesses in the system -->  have already been migrated over
• When businesses come onboard, their contact given at time of registration will be associated with the business in the new contact manager.

Key Features:

• Multiple contacts, per business
• Multiple phone numbers and email addresses, per contact