FAQs in this section
How to add Contacts and View Sources in the Domain Window in the Organizations module?
Hovering your mouse over the domain window displays the Add Contact and View Source icons on the right corner of the screen.
In the domain window:
Follow these steps to view sources for email addresses from the domain window:
In the domain window:
- The Add Contact icon lets you add email senders (addresses) as contacts in the CRM. The contacts added are updated in the Organization record and Contacts module.
- The View Source icon lets you view sources for email addresses.
- Click the Add Contact icon.
- You will be directed to the Add Contact window. Enter other necessary contact details.
- Note: The fields will be auto-filled if details are available for the contact.
- Click Save.
Follow these steps to view sources for email addresses from the domain window:
- Click the View Source icon.
- The Source windows displays various source details for the email addresses.