Create a New Contact
Contacts are current customers that you need to keep in contact with or are a potential lead with a future opportunity.
The benefit of creating contacts in Spiro is that now Spiro will automatically log email activity and interactions with contacts and be able to make proactive recommendations on when you should follow up.
Create a Contact on the Web
To add Contacts from the web, go to the "Contacts" tab in the toolbar.
Once you are on the contacts page, click on the "+" sign to add a new contact. Spiro will use the contact email address to let you know if a contact already exists to help reduce duplicates.
Create a Contact from your Email
Forward an email from a contact to email@example.com with "create contact" in the body of the email. You can find a full list your Email Assistant's commands here.
Questions? Email firstname.lastname@example.org