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| The feature is only available for In-Bound emails. It will not appear in other forms. |
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ec excerpt |
Using this link, you can save the sender of the email as a Contact record in Data Source. Clicking the 'Add Sender to contacts' link will open a dialog window, which will allow you to search by Company Name for an Account to attach the record to.
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Making it easy and quick to to add Contacts to your CRM. |
To find an Account:
Click on the "Add Sender to Contacts" link at the top of the message.
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