How to Manage Unknown Contacts

Using Connected Mailbox or Assistant@share-builders.com will create unknown contacts in CRM that will need to be mapped to the appropriate account.

Reviewing Unknown Contacts

Navigate to the Contacts section in the CRM and select Unknown Contacts.
Review entries flagged as unknown or newly created.
Confirm their association with the correct account or agency to ensure accurate record-keeping.

Best Practices

• Use Standardized Email Addresses: Always use consistent, professional email addresses for client communications to ensure proper matching within the CRM.

• Regularly Review Unmatched Contacts: Periodically check the CRM for unmatched contacts to maintain clean and accurate records.

Help center

How to Manage Unknown Contacts

Using Connected Mailbox or Assistant@share-builders.com will create unknown contacts in CRM that will need to be mapped to the appropriate account.

Reviewing Unknown Contacts

Best Practices

Help center

How to Manage Unknown Contacts

Using Connected Mailbox or Assistant@share-builders.com will create unknown contacts in CRM that will need to be mapped to the appropriate account.

Reviewing Unknown Contacts

Best Practices