How to maintain social and website details

How to maintain social and website details

How to maintain social and website details

Steps

  1. Open the current project, then click Promotion under Projects, and choose Social profiles or Websites.
  2. (Optional) Filter by contact UUID.
  3. New record:
    • Social: fill in platform (required), handle, profile_url, and similar fields.
    • Website: fill in URL (required) and an optional label.
  4. After save, use the row menu to edit or delete.
  5. You can also use Add subsidiary record in the contact row menu and choose Social / Website.

![Social profiles]scaled_26.PNG

Done when

The new detail appears in the list, and the matching section in contact details has a record.