The "Add Contact" action menu item provides a comprehensive way to add contacts with all the necessary CRM information for establishing and maintaining lasting relationships with your customers.
Completing the Full Contact Form
When adding a Full Contact, ensure that you fill out the form as completely as possible. While there are only a few required fields (such as first and last name, contact type, and status), it is recommended to provide any available information. Pay special attention to the contact's email address as e-manage integrates with Microsoft Outlook, enabling you to send emails and perform bulk email mail-merge operations.
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