Contact Settings

Contact Settings

Contact Email Exclusion

Adding a domain or a specific email to the exclusion list handles the following scenario: if one of your internal contacts works on-site at a customer's premises, they may end up being both a Skalin user and a contact on a customer account, meaning all emails they receive will be displayed on that customer's record. If this is not desirable, add their email address or an entire domain to this field to prevent the creation of this "internal" contact.

Managing Custom Fields

Custom fields let you extend Skalin with your own business data: customer tier, renewal owner, contract-specific information... Once created, these fields are available in filters, saved views, and playbooks.

For full setup instructions, see Key Concepts: Filters, Tags and Custom Fields.