How to manage unknown contacts

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

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