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Creating a new contact via EmailTo create a new contact the subject should be "new". All the contact data goes in the body of the email and each line begins with what data is on that line. Below is an example with all the options available when creating a new contact. The comments, notes and calendar rows all must be on one line. Any line that doesn't not start with one of the options below will be disregarded. The calendar line can only contain the day and time. name John Doe company CRM-FREE address 35 N. Sunny Rd, Chicago, IL, 60601 phone 312-555-1212 office email john.doe@test.com status client type referral source seminar comments attended seminar last winter note he called today to discuss getting started. wanted a call next week calendar Monday at 1pm |
Contact Management Contacts Searching Grouping Important Dates Custom Fields Import & Export Capture from Web Forms Calendar Adding Items Calendar & Lists Alerts Templates Creating New Contacts Adding Notes Adding Calendar Items Linking to Contacts Projects Using Projects Linking to Contacts Document Storage Administration User Access Billing Signup for FREE Now |