> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Linking Contacts

> Managing contact information and call associations in BuildBetter

## Contact Management

BuildBetter's contact management helps you:

* Store and organize contact information
* Link calls to specific participants
* Track engagement history
* Manage customer relationships

## Contact Information

<CardGroup cols={2}>
  <Card title="Basic Details" icon="user">
    Essential contact information
  </Card>

  <Card title="Custom Fields" icon="square-plus">
    Additional tracking fields
  </Card>
</CardGroup>

## Contact Properties

### Standard Fields

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

### Custom Attributes

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

## Call Association

<Steps>
  <Step title="Identify Contact" stepNumber={1}>
    Match with existing contact
  </Step>

  <Step title="Link Calls" stepNumber={2}>
    Associate recordings
  </Step>

  <Step title="Verify Details" stepNumber={3}>
    Confirm information
  </Step>

  <Step title="Update History" stepNumber={4}>
    Track engagement
  </Step>
</Steps>

## Contact Views

<AccordionGroup>
  <Accordion title="Individual View">
    * Contact details
    * Call history
    * Signal history
    * Engagement metrics
  </Accordion>

  <Accordion title="Team View">
    * Shared contacts
    * Team interactions
    * Collaboration notes
    * Access controls
  </Accordion>
</AccordionGroup>

## Integration Features

### CRM Sync

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

### Data Enrichment

* Company details
* Social profiles
* Industry data
* Contact verification

<Warning>
  Ensure proper permissions before syncing sensitive contact information.
</Warning>

## Best Practices

### Contact Management

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

### Data Quality

* Validation rules
* Duplicate prevention
* Field standards
* Update tracking

<Note>
  Keep contact information current for better call association and analysis.
</Note>

## Privacy Controls

<CardGroup cols={2}>
  <Card title="Access Levels" icon="lock">
    Control who can view contacts
  </Card>

  <Card title="Data Protection" icon="shield">
    Secure contact information
  </Card>
</CardGroup>

## Contact Search

### Search Options

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

### Advanced Filters

* Engagement level
* Call frequency
* Signal history
* Custom fields

<Tip>
  Use saved searches to quickly find frequent contacts.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Sync Issues">
    * Connection problems
    * Field mapping errors
    * Update conflicts
    * Missing data
  </Accordion>

  <Accordion title="Linking Problems">
    * Incorrect associations
    * Duplicate contacts
    * Missing information
    * Access errors
  </Accordion>
</AccordionGroup>

## Performance Optimization

### Contact Management

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

### Integration

* Sync scheduling
* Resource limits
* Error handling
* Retry logic

<Info>
  Regular maintenance ensures optimal contact management performance.
</Info>