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How to link an email address to an existing contact using the Outlook Add-in

If a customer sends you an email from an unknown address, you can record the new email address in Legrand Cloud CRM using the Outlook add-in.

Note: If the contact already has a primary email address in your CRM, the Outlook add-in will record the new email address as the secondary email (Email-2).

Select the email from your Outlook inbox and click Link email address to existing Contact.

Search for the existing contact

Use the search tool to find the existing contact and click Search.

From the results, click Select to select the contact.

Click Yes to associate the new email with the existing contact.

Click OK.

Updated on 7 August 2024
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