What are the different ways to create new contacts?

There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…

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What are Message Filters?

Message filters allow you to do a number of things with incoming emails based on the criteria you define. For example, you can automatically create a contact from incoming email, move email to another folder, assign contact to an autoresponder email campaign, trigger an auto-reply, etc.

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What are shared files?

You can upload any number of files or documents to each department that will be shared among your team. Shared files can be attached to messages without having to upload the file from your local hard drive every time you compose an email.

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