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Contact Management

BuildBetter’s contact management helps you:
  • Store and organize contact information
  • Link calls to specific participants
  • Track engagement history
  • Manage customer relationships

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Contact Information

Basic Details

Essential contact information

Custom Fields

Additional tracking fields

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Contact Properties

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Standard Fields

  • Name and title
  • Email address
  • Phone numbers
  • Company affiliation
  • Role/department

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Custom Attributes

  • Customer segment
  • Account value
  • Product usage
  • Meeting preferences
  • Custom tags

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Call Association

1

Identify Contact

Match with existing contact
2

Link Calls

Associate recordings
3

Verify Details

Confirm information
4

Update History

Track engagement

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Contact Views

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Integration Features

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CRM Sync

  • Bidirectional updates
  • Field mapping
  • Status sync
  • Activity logging

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Data Enrichment

  • Company details
  • Social profiles
  • Industry data
  • Contact verification
Ensure proper permissions before syncing sensitive contact information.

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Best Practices

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Contact Management

  • Regular updates
  • Complete profiles
  • Accurate linking
  • Privacy compliance

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Data Quality

  • Validation rules
  • Duplicate prevention
  • Field standards
  • Update tracking
Keep contact information current for better call association and analysis.

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Privacy Controls

Access Levels

Control who can view contacts

Data Protection

Secure contact information

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Search Options

  • Name search
  • Email lookup
  • Company filter
  • Custom criteria

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Advanced Filters

  • Engagement level
  • Call frequency
  • Signal history
  • Custom fields
Use saved searches to quickly find frequent contacts.

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Troubleshooting

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Performance Optimization

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Contact Management

  • Bulk operations
  • Cache usage
  • Search indexing
  • Update queuing

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Integration

  • Sync scheduling
  • Resource limits
  • Error handling
  • Retry logic
Regular maintenance ensures optimal contact management performance.