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Create new contacts & companies from Gmail

Create new contacts & companies from your Gmail inbox

Written by Eve Whyte

Save time by creating new contacts and companies directly from your Gmail inbox with follow up activities to win the business

Click here to download the Gmail add-in

Compose an email to your contact person if the email address doesn't exist in Exsalerate you will be prompted to add the contact to an existing company

Or

Create a new company/client profile associated with the contact's email address in Exsalerate which then appears as a new lead in your sales pipeline

Exsalerate has created a new client profile in Exsalerate: Cool Logic, the contact is Bob Mcstuffins which now appears as a new lead in the sales pipeline

Only click Create and not send if you only wish to create a new client profile

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