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How to Add Additional Emails per Contact

This guide will demonstrate how to add extra email addresses for each contact in your CRM.

The "Multiple Emails for a Contact" feature enables you to assign several email addresses to a single contact's details. This functionality allows users to conveniently manage and modify multiple email addresses for a contact, as well as designate a primary email for all actions and interactions.

This feature is especially beneficial when a contact uses different email addresses for various purposes, like work and personal emails.

1. Begin by selecting 'Contacts' to view your contact list.

1 To start off, click on "Contacts".

2. Next, ensure you're viewing 'Smart Lists'.

2 Next, click on "Smart Lists".

3. Choose the contact you'd like to update next.

3 Click on "Grace Test".

4. Now, click to start editing the contact's email.

4 Upload

5. Then, add an additional email address.

5 After, click on "Add Email".

6. Type the new email into the field provided.

6 After that, click on the element.

7. If necessary, remove an email by clicking 'Delete'.

7 Click here.

8. Optionally, set an email as the primary one by selecting it.

8 Then, click here.

9. Finally, save your changes.

9 Now, click on "Save".

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How to Add Additional Emails per Contact | Pest AI