How to Upload an Email to a Contact
- Starting from the homepage, or any module navigate across the black navigation bar and click into Organisations and Contacts
- From here, click onto Contact Name, type into (Last Name, First Name)
- Click Submit.
- Once loaded, click onto the contact.
- You can either click and drag the email to attach it to the contact or save the email and click upload.
Watch this short 2 minute video for a full step by step walkthrough guide: