How do I promote an ephemeral contact to a curated contact?
Feature coming soon: Single customer view. This feature is currently available in select regions.
You can promote an ephemeral, or temporary, contact to be a curated contact.
In an active interaction with a new unlinked contact, follow these steps:
- Search for the contact.
- If your search does not find the contact, create a new contact.
- When you save the new contact, it is a curated contact.