This section will discuss how you can create a contact whenever you are:
- Opening an email
- Creating a contact from an email address that is added on an email conversation.
- Creating a contact whenever you enter email addresses on the To, From, CC, and BCC fields.
When using any of the three options, Collabspot will give you the option to create a Contact/Company on the sidebar.
- Click on Add to Highrise as Contact.
- On the Create Contact form, fill in the contact’s information.
- Click on the Check button to save.
- Always wait for the confirmation message.