The Contact Profile settings page, you can choose the source report from your CRM that will serve as the basis for Sona’s CRM contact profiles. You can also define how the fields in the source report will be mapped to specific contact profile attributes.
Navigating the UI
Navigating the UI
In the Profile Source section, select the data source and the contact list to import.
Click Filters if you only want to import a subset of data from the source report.
In the Mapping section, select which data columns from the source report will be used for the Sona data fields on the left.
In Attributes List, select any additional attributes you would like to incorporate into your Sona CRM contact profiles.
Click +Add to create new attributes or the - sign to remove existing ones.
Click Save to accept the changes.
Unlock More Insights From Your Data
Unlock More Insights From Your Data
With Growth and Enterprise packages, you can add more attributes from additional data sources and reports to integrate all your contact profile data in Sona. Growth and Enterprise users have more customization options and reporting features so you can access more data and extract more value out of it.