Yesware automatically creates a Contact record for any recipient you email using your Gmail or Outlook inbox. This ensures that your outreach history, enrichment options, and engagement data are always tied to an up-to-date Contact profile.

How Contacts are created

• Gmail: A Contact is created in the Yesware Sidebar after you send an email to a new recipient.

• Outlook: A Contact is created in the Contacts page of the Yesware web app after an email is sent.

Creating a Contact manually

• Gmail: Click the “+” icon at the top of the Contacts Sidebar to create a new Contact manually.

• Outlook: Click “New Contact” at the top right of the Contacts page in the Yesware web app.

What you can do with a Contact

Once a Contact is created, you can:

• Edit the Contact’s information

• Add internal notes

• Enrich the Contact with additional data (if you have enrichment credits)

• Delete the Contact if needed

• View a timeline of messages exchanged with that Contact

This functionality ensures that your contact list stays current and actionable—without requiring manual upkeep for every email you send.