There are three ways to easily add contacts to our Personal CRM.
1.) Google Contact Import
Once you download the extension we automatically import your Google Contacts. This process won't take longer than a couple of minutes and helps you start off on the right foot!
2.) Click on an Email with the Contact
Our contextual sidebar displays the people in the email you're viewing. If you haven't added the person as a contact yet, they will have a plus icon and "Add to Contacts" below their name (as seen below).
Clicking this icon will populate their name and email into the Add a Contact form. From here you can add the contact without further action by selecting the "Save Contact" button, or choose to input more information before saving them as a contact.
3.) Manually Add a Contact
To manually add a contact, select the Contact View from the top left-hand corner menu. Next, click the new contact button at the top of the sidebar.
You'll see a list of fields to input your contact's information. None of these fields are required in order to create a contact, so you can add as many or few as you like. The full list of fields can be seen below:
When it comes to emails, you may add additional emails to a contact and distinguish the difference in types of emails by selecting the "Email" text above the field (pictured below).
Once the contact field is fully completed it should look something like this.
If you have reached this screen then congrats, you've successfully added a contact! Now you can add notes, create reminders, or schedule events with them directly from your inbox.