Page 11 - Participant Guide - Managing Contacts (SDL)
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Find contact info of an email sender via the email
Activity 1.6 – How do I see information about a contact I got an
email from?
Outlook Activity Steps – Recommended Method
1. In Outlook, open the email
2. Click on the Unanet CRM add-in icon in the top ribbon
3. The Unanet CRM side panel will display all emails
4. Click the Contact name with the green envelope icon to view
that Contacts information
10
Lesson 1: Find Contact Information
