Additional Profiles For Your Contacts

Additional Profiles For Your Contacts

This User Guide covers how to create additional profiles for your contacts on the system.

Some contacts may need more than one profile. You can create additional profiles by clicking on the Contact and then go to Requirements.

You will see the first profile which has been created, usually this is shown as 'Unnamed Profile' next to that you will see +

You can then change the Intention and the other requirements.

The properties can be matched out by clicking

Ensure you have included all of the properties if this goes across multiple pages, then go to Matches>Output Wizard.


Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

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