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Method Community » Method:Classic » Method:Classic Google Gmail Gadget / Google Calendar » Is it possible to add a new contact to a current Lead/Customer

Is it possible to add a new contact to a current Lead/Customer

Last post 05-21-2013 9:06 AM by NOVA Sales. 2 replies.
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  • 05-21-2013 8:28 AM

    Is it possible to add a new contact to a current Lead/Customer

    Reply Contact

    When I receive an email from a new contact at an established customer or vendor, is there a way to add just the new contact information to the established customer without add it as a new customer as well?

  • 05-21-2013 8:54 AM In reply to

    Re: Is it possible to add a new contact to a current Lead/Customer

    Answer
    Reply Contact

    Hi NOVA Sales,

    This can be done by clicking the Add Contact link on the Gmail Gadget then searching for an Existing Customer. Simply complete the Contact information in the form below then click Save. Hope this helps!

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me

  • 05-21-2013 9:06 AM In reply to

    Re: Is it possible to add a new contact to a current Lead/Customer

    Reply Contact

    Thanks! I knew it was in there somewhere!
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