Keep a contact list your team can use

NuvoMail matches incoming senders with existing contacts where possible. Your team decides what to do with a new sender, keeping the contact list relevant to real business relationships.

• Link the sender to an existing customer.
• Create a customer and primary contact for a new relationship.
• Dismiss the suggestion when a contact record is not needed.

Add names, organizations, email addresses, phone numbers, notes, and relationship details. Contacts can be customers, suppliers or vendors, or both.

Use tags and related products or projects to help teammates search and understand the relationship. Structured imports can bring common contact fields into NuvoMail.

Choose who can add contacts directly and whose additions need approval. Trusted contact managers can work directly, while other additions receive a review step.

An email match or display name helps recognition but does not prove identity. External-sender cues and attachment reminders support careful review of links and files.

Use the Pipeline to develop a prospect conversation into a sales opportunity. Link the contact, choose relevant products or services, and plan the next follow-up.

Keep records short and accurate. Update them as the relationship changes so your team has useful information when replying.