How to Create Contacts from Emails

Learn how to create new contact with two clicks

How to Start Using eWay-CRM » Emails » How to Create Contacts from Emails

To create a contact from an email, right-click the email in your mailbox and select Convert to contact in the context menu.

 

contact_convert_context

Or open the email and click Convert to contact in the top right part of the email window.

contact_convert_window

A new contact card will be created with pre-filled data from the email:

  1. Full name (eWay-CRM will try to find a contact with the identical email address and transfer the first and last name from the contact card. If there is no such a contact, it will use the prefix of the email address)
  2. Email 1 (the sender email address)

contact_converted_1

 

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