How to maintain social and website details
Steps
- Open the current project, then click Promotion under Projects, and choose Social profiles or Websites.
- (Optional) Filter by contact UUID.
- New record:
- Social: fill in platform (required), handle, profile_url, and similar fields.
- Website: fill in URL (required) and an optional label.
- After save, use the row menu to edit or delete.
- You can also use Add subsidiary record in the contact row menu and choose Social / Website.
![Social profiles]
Done when
The new detail appears in the list, and the matching section in contact details has a record.