Manual Contact Writeback in Clari

Manual Writeback allows you to manually provide matching inputs for contacts. This ensures no valuable contact is overlooked and empowers customers with greater control over their workflows.

How To Use Manual Writeback

1. Go to the Capture Module.
2. From Actions (top right) select "Manually Match Contacts"
3. Select the contacts you want to match.
4. Click on "Continue to Manual Match" at the bottom. This starts the manual matching process.

From the manually matching modal, input details:

• Assign Account: Specify the account the contact belongs to.
• Assign Opportunity (Optional): If applicable, associate the contact with an opportunity.

After you input your contact matching details, click Done. 

Syncing with Salesforce

Once a match is assigned and confirmed, Clari Capture will sync the updated contact information to Salesforce during the next sync cycle, ensuring the contact is correctly linked and fully processed. You can see the next scheduled timestamp at the top-right section of the Capture module.