Add a Contact to a Company
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 Contact Form
When adding a 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.
Leveraging Additional Fields
The Full Contact form includes additional fields such as birthday and anniversary. These fields enable you to conveniently retrieve contacts with upcoming birthdays or anniversaries and send them personalized emails.
By utilizing the Full Contact feature in e-manage, you can capture and manage all relevant CRM information, ensuring effective communication and nurturing of customer relationships.