Getting Started
Installation
Whitelist Domains
Installation - Manual Installation
Installation - Word Press
Installation - Google Tag Manager
Troubleshooting Installation
CRM Integration
Zapier Integration
Salesforce
HubSpot
Buying Committees
Setting up ICP
Contacting Support, Submitting Feature Requests and Reporting Bugs
Product Management
Dashboard
Dashboard Navigation and Visual Guide
Custom Views
Tabs and Default Views
Agent Chat
Text Bar Functions
Calendar Drop
Using Saved Replies in Chat
Insert a "Meet Now" Link
Adding Participants
Conversation Details Cards
Customizing Conversation Details
Organizing Chats
Other Chat Features
Live View
Availability Toggle
Conversation Review
Close and Delete Conversations
Allow Sound Notifications for New Messages
Managing Conversations in Signals Chat
Reporting
Visitor Dashboard
Lead Capture Dashboard
Agent Performance Dashboard
Comm Agents Reports Dashboard
Contacts
Managing Contacts
Navigating Contacts
View Contact Details
Contact Discovery
Contact Custom Fields
Social Discovery
Buying Committee
Custom Contact Fields
Contacts Page
Accounts
Accounts Tab
Accounts Overview
Account Details Page
Company Segments
Creating and Using Company Segments
Accounts Alerts
Creating and Using Alerts
Account Ownership
Users
Teams
Integrations
Integrations Overview
Google Analytics Integration
Domo Integration
Slack Integration
Microsoft Teams Integration
Marketo
Eloqua Integration
Google Ads
Cloud Employees
Agent Profile
Agent Analysis and Configuration
Training
Onboarding/Phone Numbers
Knowledge Base
Settings
My Settings
My Profile
My Calendar
Notifications/Updates, Security and Alerts
Saved Replies
Managing Saved Replies
Company Profile
Chat Settings
Company Availability
Chatbot Appearance and Domains
Conversation Tags
Email Capture Settings
Org Settings
Meetings
Meeting Types
Email Settings
Installation Troubleshooting
High-Intent Pages
Live View Map Sounds
High-Intent and Blocked Pages
Signals Score
Email Query Strings
Global Routing
Admin Settings
Billing
Admin Security and Data Privacy
Data Privacy
Subprocessors
All Categories > Product Management > Contacts > Managing Contacts
6 articles
A resource to help you navigate and use the Contacts tab, including creating contacts; editing contacts; deleting contacts; searching this page; sorting this page; and exporting contacts.
Updated 7 months ago
A resource to help you use the View Contact Details menu, which allows you to see and edit all contact fields; delete a contact; follow a contact; and see their activity history.
Updated 9 months ago
Overview The Contact Discovery page allows you to automatically find and gather contacts from companies when visitors match specific criteria. By creating Contact Lookup Rules, you can trigger automa…
Updated 2 weeks ago by Michael Davis
Overview The Contact Custom Fields page allows you to create and manage additional data fields that can be attached to contact records. These custom fields enable you to collect specific information…
Overview The Social Discovery page enables you to automatically gather contacts from LinkedIn by monitoring specific company pages and individual profiles. By creating LinkedIn Rules, you can continu…
Overview The Buying Committee page allows you to define and manage personas that represent different roles and decision-makers within target companies. These personas are used throughout the platform…
