ACT! Tip

   
 
 
Creating a Contact from an E-mail
 

{{First Name}}, have you ever received an e-mail from a new prospect?  You wanted to attach this e-mail to the prospect because it was an important e-mail, however, the contact was not yet in your ACT!.  You had to go back to your Contacts view, create the new prospect, and then return to the e-mail section and attach it.  This tip will cut down those steps and allow you to create the contact directly from the E-mail screen.
 

 
  How to Create a New Contact in E-mail.
1.  Click on your E-mail icon along the left hand column of icons.

2. This will open up your e-mail Inbox.  Right-click on the e-mail received from the person you want to add to your database, and select Create Contact from Sender




3. This will open the
Add Contact dialog box with the contact's name and e-mail address automatically inputted.  You simply need to add the other information, and click OK.


4. Once you click OK, the contact has been created, and now you can attach the e-mail to that newly created contact.

 

As always, if you should have any questions regarding this Tip, or anything else involving ACT!, please call the ACT! Specialists of
CRM Coaching at 440-944-ACT1.

   

If this message was sent to you in error, or if you would like to unsubscribe please click here Michael Kadlub
CRM Coaching
mkadlub@crmcoaching.com
www.crmcoaching.com
866-944-ACT1