![]() ![]() It’s a valuable tool to aid in contact list management. This includes your newsletter or blog opt in form-essentially any form that requests a name and an email address will add a new contact to your list.Įmail Finder: You can use Agile CRM’s email finder feature to locate and import the email addresses of contacts for whom you only have a name and a company. ![]() When an unknown contact submits the form, they are automatically added to your email list (just be sure to ask for an email address on the form). Use them to add new contacts with email addresses through the use of Agile CRM’s web forms. Web Forms: You can also use system triggers to assist in your email list management. ![]() You can manually enter a new contact by navigating to the contact tab in Agile CRM and clicking the Add Contact button, then entering all the contact information you have on that person. Manual Contact Creation: First and foremost, you need contacts with email addresses in your CRM contact database for successful email list management. ![]()
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