How to Add a Web Link to a Contact Group in BoldDesk
In BoldDesk, you can add web links to a Contact Group to store external reference pages that are relevant to that group. This is useful for keeping quick-access links such as:
- a CRM company profile
- a LinkedIn company page
- an external customer portal
- a website or support page
Adding links to a Contact Group helps agents access related external information directly from the group record.
Steps to Add a Web Link to a Contact Group
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Open the required Contact Group.
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Select the Links tab.
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Click Add Link. For example: CRM profile of a company or a LinkedIn profile.
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In Display text, enter the name you want to show for the link.
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In URL, enter the external web address.
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Click Add.
Result
The new web link is added under the Links tab for that Contact Group.
Fields Used When Adding a Web Link
Display text
Use Display text to enter the name that will be shown for the link in the Contact Group.
Examples
- CRM Profile
- LinkedIn Page
- Customer Website
URL
Use URL to enter the full external web address that should open when the link is selected.
Example
https://www.example.com
- The Display text is the visible name of the link in the Contact Group.
- The URL should be entered as a complete web address.
- You can add multiple links to the same Contact Group if needed.
Frequently Asked Questions
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What kind of links can I add to a Contact Group in BoldDesk?
You can add external web links that help agents quickly access related information, such as CRM pages, LinkedIn pages, websites, or customer-specific reference pages. -
Where are web links shown after they are added to a Contact Group in BoldDesk?
After you add a web link, it appears under the Links tab of that Contact Group. -
Can I add more than one web link to the same Contact Group in BoldDesk?
Yes. You can add multiple web links to the same Contact Group.
