Add contact to SuperOffice

Audience:

person

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You can easily add new contacts to SuperOffice CRM if the email address is unknown to the system.

Steps

1. Open the email from the person you want to add as a contact.

2. Open SuperOffice for Outlook (if not pinned)​.

3. In the SuperOffice sidebar, select Click to add new contact.

   

4. Choose from the following options:

   • Add email to an existing contact: Select from the This contact could be list to link the email to an existing contact in SuperOffice.

   • Add contact to an existing company: From the ​Or add contact to company list, associate the new contact with an existing company in SuperOffice.

   • Create a new company and contact: If the contact's company does not exist in your database, create both the company and the contact.

5. Fill out the required fields and click Save.

Adding a contact from the People tab

You can also add contacts from the People tab in the SuperOffice sidebar.

The People tab displays all contacts mentioned in the email. If the sender or recipient is unknown to SuperOffice, you will be prompted to add them as a new contact.

1. Open the People tab.

2. Select Click to add new contact for the contact you would like to add.

3. Choose whether to:

   • Save the contact to an existing company, or
   • Create a new company and contact.