How to save an email from a contact into the system

  1. Forward the received email to

  2. Look for the email in [My saved Emails] or under [Actions which need your company´s attention] on the Home Page

  3. Click the email

  4. Add the email to your contact

    • If the contact is not saved, you will have the option to add your contact's details

  5. Click [Save].

Important Notes

  • The system will only recognise emails that have been forwarded from the email address registered on your user account.

  • To use this function it is mandatory that every staff member has their own unique email address and that it is registered on their user account.

  • No contacts (Clients) should have assigned the same Email address as any of the registered User accounts (Agents).

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