Profiles are a set of attributes that can apply to a Contact. Typically, Profiles display additional field values, and they provide contextual information about the Contact.
For example, a Client Profile applies only to Contacts that are clients and displays information relevant to clients such as the following:
- Client Practice Group
- Client Education
- The date the contact became a client
- The list of services your organization provides to the client
- Financial information about the client
More detailed information about a contact's profiles is available by selecting Profiles from the Contact Details menu or clicking VIEW ALL on the Profiles card.
Example:
Sam is preparing for an upcoming call with Rita Gonzalez and requires more background information. He looks up Rita's contact information from looking at the Prospects list in Contact Types.
Rita's profile includes her educational background and work history, showing that she graduated from Arizona State and briefly worked at Johnson Systems before her current position at Thompson Logistics. Her social media accounts are also included in her profiles. Sam browses Rita's public social media accounts. Sam also notes that the profiles include information that Rita's primary area of expertise is in contract law related to the petroleum industry, and her office is on Desert Highway in New Mexico. He uses this information to decide to speak with a consultant on related technologies, from a firm contact who works at Arizona State. Sam goes to his call with an understanding of Rita's perspective and industry knowledge and has success in establishing a solid working relationship over a new business venture in the southwest region of the United States.
Editing Profile Fields
Field values in Profiles can be edited by all users to keep track on its contacts and companies such as sector, number of employees, date of financial year end, etc. This increases data accuracy across Client Insights and increases efficiency.
To edit a Profile Field:
Go to Contacts > Profiles and select the profile fields you wish to edit. In this example, Alumni is selected.
- Click on the edit
button to the right of the profile field.
- Fill in the information to update the profile, then click Save.
- The information in the Alumni Profile has now been updated for this contact.