When you access Contacthub for the first time, you need to carry out a few steps to initialize the newly activated environment, before you continue with data collection and organization.
Do the following:
- To make Contacthub work as intended, you must at first create an Entry Node.
This is the container where all the data and information that is collected and updated over time, is stored.
- Once you have created the entry node, you should define who has read and/or write access to the data. At this point, you must create a Source and get the token that is used for API authentication.
- Now that you have the entry node and the associated source, you should configure the Base and Extended proprieties.
Contacthub database proprieties use a document-oriented structure. This means they are not just a simple selectable field list, but rather a flexible structure that, according to your needs, includes different elements.
Contacthub includes a set of predefined Base proprieties that can be enabled or disabled in the UI, as required. You can also create metadata-based Extended proprieties for your company.
Once you have completed the environment initialization, you can continue with the next configuration steps.
Contact our Customer Care for more information.