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Latest Update: Link and combine email addresses

Have a few emails for a particular contact? You can now add these details in for your contacts in Outreach & CRM.

 

You can do this for new contacts when uploading them to the system via CSV and for your existing contacts, and swap which email is classed as their primary address. Simply click Edit when on your contact’s page, and the addresses within the Add Email fields.

When you’re done adding addresses, click Finish – then you can then re-open the editing mode, and click Make Primary to swap the primary address for a contact.

When you contact them via email, you’ll then see a drop down in the To column, with the Primary address defaulted as the first option:

You can search for contacts using their secondary email information.

About Joyce Cowles

Joyce is an account manager here at Kerboo. Her role is to help our customers get the most from the suite.

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