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How to Manage Email Addresses for Contacts in Topline CRM

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Carlos Salazar

Updated: Apr 30, 2024

Description

This guide will walk you through the process of managing and updating email addresses for your contacts in Topline CRM. Whether adding, editing, or deleting email information, follow these straightforward steps to keep your contacts' information accurate and up-to-date.

Steps

1
Navigate to 'Contacts' from the sidebar.
2
Search and select the intended contact from the list.
3
Locate and click the 'Edit' button beside the email address.
4
Choose a primary email from the multiple existing emails
5
Review your existing emails and update as necessary.
6
Add additional emails by clicking 'Add Email' if required.
7
To delete an extra email, locate and click the 'Trash Icon'.
8
Finally, confirm your changes by clicking the 'Save' button.
How to Manage Email Addresses for Contacts in Topline CRM