Repfabric makes the detection and addition of a new contact to the company contact list very simple by surfacing all contacts in an email that you receive, which are looked up individually to determine whether they contact exists already in Repfabric.
This tutorial shows you how to detect and if necessary, create a contact within the Sync+ add-in in your email.
1. Open the Sync+ connector within Outlook.
2. Left click desired email.
Repfabric will automatically detect the contacts associated with the email.
– Purple contacts already exist in Repfabric.
–Green contacts require addition to Repfabric
3. Left click the row of the contact you want to inspect (“Kelly Nixon” or “add Jack Repdemo”).
4. Left Click “Create Contact”
5. Fill out key Contact information
6. Search for the existing company or create it new (search runs upon typing the first 3 letters).
7. Left click “Save”
