This section will discuss how you can create a contact whenever you are:

  1. Opening an email  

  2. Creating a contact from an email address that is added on an email conversation.

  3. 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.

  1. Click on Add to Highrise as Contact.  

  2. On the Create Contact form, fill in the contact’s information.

  3. Click on the Check button to save.  

  4. Always wait for the confirmation message.