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External contacts is a comprehensive repository of data about your external organizations and contacts. You can see a streamlined view of all contact and organization data. You can also start a call, send an email, or visit a contact’s website directly from a contact’s record. And with custom fields you can personalize your contacts and organizations.
Learn how you can take advantage of, customize, and expand your repository of customer data. Custom fields for external organizations and contacts gives you the ability to create the fields to help you provide a personalized experience.
During an interaction, an agent can review a contact’s interaction history to provide better customer service.
Business users and agents can call or transfer calls to external contacts.
Add your contacts to Genesys Cloud and manage information about them. You can create external contacts in the following ways:
Notes help you track details about contacts.
Add your organizations to Genesys Cloud and manage information about them.
Relationships capture the personal connections between members of your company and people at an external organization.
Notes help you track details about organizations.
Configure an integration to sync changes automatically to Salesforce contacts, accounts, notes, and relationships with their corresponding records in Genesys Cloud.
To simplify the process of importing contacts and organizations, you can import them from a source CSV file.
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