New Feature – Automatic Contact Creation

You can now create contacts from emails.

We are excited to have the new feature of being able to automatically create contacts from emails you send to your contacts. In this brief overview of the Contact Creation feature, you will find out the why, what, and how of what this feature will do for you.

Why is automatic contact creation such a big deal?

Our goal at Salesmanna is for everything to be accessed within a single pane. Automatic Contact Creation (and email sync) is a feature that will let you do this. We are really excited about being able to create contacts from emails sync’d into Salesmanna. Essentially, when you authorize one of your accounts (for instance, an Office 365 user account), you are allowing Salesmanna to Create a new contact and pull in all of the emails from this user.

What difference does it make to you?

When you use this feature, it take the pain out of having to individually create contacts, go into your conversations, or copying/pasting any correspondence. Your frustrations are gone with this new feature! We have developed this feature with the user in mind, to increase productivity and decrease time and effort.

How do I go about setting this up?

To set up Automatic Contact Creation, go into Account Settings -> App Integrations. If you see the below snapshot, there is a checkbox that says “Create Contacts?” Make sure this is checked. After this step, prepare for the emails to start rolling in!

Contact CreationThe good news? Your privacy is highly regarded. If you have confidential information where you don’t want the conversation to show up in Salesmanna, you have an “email privacy” field. This allows everything to be blocked out from viewing when you are on the contact form. Even if the contact is shared with your team, they are not able to see anything they aren’t supposed to.

Contact Creation

We hope you enjoy using Salesmanna, and we are always open to your feedback! Please reach out with any questions you may have about our CRM, its features, and how we may be able to help you get out of the red and into the black.