Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How do I populate Unknown Emails to a new Contact?

You are here:
< Back
  1. Click 'Dashboard' from the left navigation menu.
  2. Click 'Merged View' from the extended navigation menu above the left menu.
  3. The Email tab in the bottom left panel will be selected by default. Here it shows all your emails in your email list.
  4. If it is not selected by default, click the Email tab in the bottom left panel.
  5. Toggle to the list of unknown emails by clicking the 'Known' button.
  6. Select an unknown email and click the 'Populate' button.
  7. Here in the New Contact form, you will notice that the first name, last name and email address has already been filled. Click 'OK' to confirm adding the new contact.
  8. Click the 'Email' tab of the newly created contact to see that the emails have been populated.
  9. Note that all emails from the email we used to populate with have been linked to the new contact.
  10. Click the 'Unknown' button to toggle back to the known emails view.
  11. Note that the emails are no longer in your unknown email list because the email has now been associated with a contact.
  12. Your unknown email has now been linked to the newly created contact.