Contact Email

1. Purpose of Email Address in CRM System

   • Email address associated with a contact is crucial for sending quotations.

   • The email linked to a contact determines where important communication is directed.

2. Adding a New Contact

   • Access the contacts overview section.

   • Click on the contacts tab to create a new contact.

   • Fill in the necessary details, including the email address, to ensure proper communication channels.

3. Connecting Contacts to Organizations

   • By adding contacts to organizations, their emails become relevant for the organization's records.

   • This ensures that all relevant parties are connected within the CRM system for seamless communication.