Creating a New Contact from an Email Message

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If you’ve received an email from someone who’s not yet a contact in your database, you can easily create a new contact by following the steps below.

  1. Click the email you received from the person you want to add as a contact. It will appear in the preview area below.
  2. Click the Add to contacts addcontacticon icon to open the Add Contact form on a new internet browser tab/window. Top Producer CRM automatically pulls the email sender’s name and email address into the new contact record.

    add-contact-form

  3. Add any additional contact information such as Contact Type, Phone Number or Property Information.
  4. Click the Add Contact button to save the record.
  5. Close the internet browser tab/window to return to the Inbox.
  6. From the email’s header, click the Links linkicon icon to link the email to the desired contact(s). For more information on linking an email to a contact please see, Linking a Message to an Existing Contact.

Login to create a contact from an email.


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