Creating Contacts the easy way

Creating Pimero contacts the easy way

Imagine you get a message from a new lead and you want to add that person to your contacts.

Instead of typing in all personal data from the signature of your lead's message Pimero offers you a great possibility

to do this quicker and easier:

Simply mark in your email the data you want to register, do a right click and click on "Create Pimero Contact".

The dialog to create a new contact opens.

Most values of your copied address are automatically inserted into the correct fields by Pimero.

In the area right of the contact dialog You have an overview of the copied parts, Pimero wasn't able to recognize.

If you approach with the mouse to a part of the address that could not be recognized the word gets underlined.

Press the left mouse button, drag the word to the corresponding field an drop the word into that field.

You can drag more words at once. For example approach to the words "Sales Assistant" until both of them get underlined.

Then drag both words to the field "Job Title".

You can add Fields you did not copy manually.

Phone numbers and addresses can be recognized, too.

Finally click on "Add Contact" and you have a new Pimero Contact!