Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to add a new contact from an email

If an email is received from a contact that has not been registered in the system, the sender's data will be displayed as “unrecognized” in the emails. In this case, you can create a new contact record directly from the incoming email. To do this:

1.Open the emails area in the communication panel.

2.Select the author of the email for which you want to create a contact.

3.Tap the btn_contact_data_enrichment00004.png button.

4.Select the [Create “contact name”] from the data enrichment menu (Fig. 1).

Fig. 1 Creating a new contact from the email conversation

scr_email_create_contact.png 

5.Select the contact data that you want to add in the opened window.

6.Save the changes.

As a result, a new contact will be added to the system. The [History] tab of the new contact page displays all email messages in the last 7 days where this contact appeared as the sender or recipient. The email will be automatically linked to the new contact.

See also

Set up data enrichment

How to process emails

Working with emails FAQ

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