video1.0<iframe src="https://www.loom.com/embed/a81c96678dcc4fa4b8e543a142af0114" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a81c96678dcc4fa4b8e543a142af0114-eea7d9542623775f.gif1187.99In this video, I walk you through managing a contact profile in Ivorey. We cover each section, including contact details, engagement scores, and communication history. I demonstrate how to add team members as owners, manage tags, and view opportunities and workflows. I also highlight how to handle Do Not Disturb settings and client portal access. Please reach out if you have any questions about these features.