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.

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

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

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Number Description
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 is the sender email address.

 

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