You can create a new contact directly from Tier1 Inbox side panel. When you select an email in your Inbox folder, select a meeting in calendar view, compose a new email, Inbox offers two methods to create new contact.
Method 1: Creating a contact without context
In the toolbar, you can always create a new contact without any context. This opens the Client Center contact form where you must complete any required information defined by your organization.
Method 2: Creating a contact from an email or meeting
Alternatively, Inbox compares email addresses from your email or your meeting to existing contacts in your CRM. If any email addresses are not found Inbox will indicate this. Clicking on the View All to view a list of all unmatched emails. Beside each unmatched email, you can click create contact. Contacts created using this method may have the account, name, and email fields prepopulated from the email or meeting.
Note that your organization may have duplicate checks in place to avoid contacts with the same email address or other critiera.
OTHER CONSIDERATIONS |
|---|
If the account does not exist, click on the + icon in the toolbar to create the account first. If you do not have permission to create the account, contact your administrator for next steps. |
Your organization may filter out emails from specific domains to avoid accidentally creating these contacts. |