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List Building & Contact Capture into CRM

 

 

This is one of those utilities you’ll wonder how you lived without (and why Outlook doesn’t have it already).

 

You’ll need to join in order to get the add-on, but you can join at many different levels, including a free version which will work fine for this.

 

When you download the add-on, you’ll end up with many functions that work with the spoke network.  But even if you don’t use Spoke, you’ll find this to be a invaluable tool.

 

When you open an email, you can simply highlight all the contact data, then select add-ons on the top Outlook menu, and click “add-to-contacts”.

 

Or, if Spoke has the contact in its database, it will automatically display a summary of contact information and all you have to do is click to add the data to Outlook.

 

That’s it, now they are in your contact list.

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