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 Company.        


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

  3. Click on the Check button to save.          


                       
  4. Always wait for the confirmation message.