Whether you want to preview content you are building, or launch a complete workflow, you are asked to provide a name and phone number for some participants when launching a workflow.
To make this simple, if you are adding the same stakeholder more than once, Enboarder has a hidden database that will remember associated names and phone numbers (unless you are clearing data automatically)!
This means the next time you go to launch a workflow, you won't have to enter the whole name or phone number! You will just need to select it from the list that appears below the text field.
But, what happens if a phone number or email address changes (or if you need to update their primary contact)?
Just go to Reports > Profiles and search for that contact. Then, click their name, and you'll be able to edit all their details including their display photo and primary method of contact!
Got questions? Start a chat with the team in the top right of any Enboarder page!