When you add a new contact to a company, Upsales automatically suggests their email address.
You'll need at least one contact at the company with a first name, a last name and an email address
This is done by looking at an existing contact at the company and its email address structure. For example, firstname.lastname@organisation.com.
Add the first name and last name, and Upsales will show a Suggestion under the Email field. Click Insert to use it:
Admins can turn email suggestions off or on for themselves under Settings → Data management → Anonymization, in the Email suggestions section (Turn off email suggestions).
If the email address you enter already exists in your database, Upsales will alert you to a potential duplicate and list the contacts that use it:
If Upsales doesn't let you save the contact, you'll need to either:
- Change the email address you're adding
- Connect the existing contact to this company instead of creating a new one. Select the contact in the list (if there is more than one) and click Connect this contact
- Change the other contact's email address. Click the pencil next to the contact to edit it. If more than five contacts use the address, click View contacts with this email instead