Learn here how to create a contact
How to get there
- Access Contacts from the toolbar
Adding a person to a contact file
To keep your database complete, you can add several people to the same company profile by following these steps:
- Select the contact from the list
- Click on the More button on the sidebar and access the file
- If you have not yet created the person's profile, click on the + button in the Person section
This button also works as a search engine in case the profile is already registered
- Fill in the data or click on the person's name
- The added person will be displayed in the list
Sending copies of emails to several people of the same company
You can include more than one person in the loop of your emails by following these steps:
- Select the contact from the list
- Click on the More button on the sidebar and access the file
- Open the three-dot menu next to the person's name.
- Click on Edit
- Check the Send copies of messages box
If you need to, you can also indicate their position in the company.
- Click on Save