Expanding Contact Connectivity: Adding Additional Emails in Aesthetix CRM
Discover how to enhance your contact management capabilities by adding additional emails per contact in Aesthetix CRM with this step-by-step guide. Learn how to enrich your database with multiple email addresses for each contact, enabling more comprehensive communication and engagement. This tutorial provides clear instructions on how to input and manage additional emails efficiently, ensuring seamless correspondence and improved client relationships. Master this feature to unlock new avenues for outreach and streamline your communication strategy within the CRM platform.
1. Navigate to the Contacts section by clicking on the appropriate option.
2. From the selection, choose the Smart Lists to proceed further.
3. Select a specific contact from the given list for detailed view.
4. Access the detailed view by clicking on the 'Contact' tab.
5. Find the email field, click to edit or add information.
6. Add another email address by clicking on the 'Add Email' option.
7. If needed, delete an existing email address with the 'Delete' button.
8. Set an email as primary by choosing the 'Primary' option button.
9. Finally, save all changes made by clicking on the 'Save' button.