When you receive an email in your Inbox from an existing client, Pixie will connect or link up that email to the client. But, if the email is from a new client, you can create a new Client entry from that email. Then, future emails from that client will automatically be linked up to that entry.
Let us see how to add a new client based on an email.
Creating a new client entry from an Email is a 5-step procedure:
- Click the Inbox icon in the sidebar menu.
- Click the Other tab in the list of emails.
- Select an email from the list of emails.
- Select the + Create a client option from the More Options menu.
- Specify the client’s details and save the form.
Selecting the Email
Click the Inbox icon in the sidebar menu.
Pixie displays the list of emails in your Inbox.
Select the Other tab.
Select an email by clicking it.
Pixie displays the contents of the email in the panel on the right.
Click the More Options icon (three dots)
Select the + Create a client option from the More Options menu.
Pixie displays the Add client form.
Creating a client entry is a three-step process:
- Adding client details.
- Adding custom field details for the client (optional).
- Adding client contact details.
Entering Client Details
Note: In this screen, the client’s name, the type of client, and the manager of the client are mandatory items.
Click the Next button to add more data for the client.
Filling in the Custom Fields
You can optionally, add additional details about the client (if custom fields have been defined for the client form).
Click the Next button to add the client contacts.
Adding Client Contact Details
Note: Since you have pre-selected an email before creating the Client entry, Pixie grabs the client’s name and email address from the email.
Tip: To add more contact details for the client, click the Add contact button.
Tip: To make changes to what is displayed, click anywhere on the client contact details.
Finally, click the Save contact button to save the client entry. Pixie will add the client to your list of clients.
As you have seen in this article, you can easily create a new client entry from an email in your Inbox. Once you create the client entry, all threads of all conversations with this client will be saved with the client. This way, you can easily refer to all the discussions you have had with the client while working on the job.