CRM FREE contact management                        

Creating a new contact via Email


To create a new contact the subject should be "new". All the contact data goes in the body of the email and each line begins with what data is on that line. Below is an example with all the options available when creating a new contact. The comments, notes and calendar rows all must be on one line. Any line that doesn't not start with one of the options below will be disregarded. The calendar line can only contain the day and time.

name John Doe
company CRM-FREE
address 35 N. Sunny Rd, Chicago, IL, 60601
phone 312-555-1212 office
email john.doe@test.com
status client
type referral
source seminar
comments attended seminar last winter
note he called today to discuss getting started. wanted a call next week
calendar Monday at 1pm
Features

Contact Management
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Email
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    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

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