Adding Multiple Emails Per Contact in Surplus Systems CRM

Enhance contact management by adding additional email addresses for each contact in Surplus Systems CRM. This guide will walk you through the process of associating multiple emails with a single contact, improving communication flexibility and ensuring all relevant messages reach your contacts efficiently.

1. Begin by selecting Contacts Tab

1 To start off, click on the element.

2. Choose contact from your contact list

2 After that, click on "Ricardo Castro".

3. Go to Email then add additional email by clicking the pencil icon

3 Click on the element.

4. To add more emails, click + Add Email

4 After that, click on the element.

5. Tick this button to make it as primary email

5 After that, click here.

6. Click this icon to delete email.

6 Then, click on the element.

7. Finalize your preferences by clicking Save button

7 After that, click on "Save".

8. Your added email has now successfully saved!

8 Next up, click here.

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