Yesware Contacts is your inbox’s integrated address book. It allows you to:

• View contact profiles

• Track past interactions

• Add recipients to Campaigns

• Record and review internal notes

Contacts are created automatically when you send or receive emails. You can also create them manually.

Using Yesware Contacts on the App Site (Gmail and Outlook)

1. Go to app.yesware.com and click the Contacts tab.

2. Click a contact’s email address to open their profile page.

From the profile page, you can:

• View and edit contact details (click a field, edit, and hit Enter to save)

• See a full timeline of interactions (emails sent, replies received, meetings booked)

• Add internal notes in the Notes section and click Save to keep them

• Create a new contact using the "New Contact" button (email address is required)

Note:
Yesware Contacts does not integrate with Salesforce, but you can submit feedback via the “Share Your Feedback” button if you'd like to see SFDC integration.

Using Yesware Contacts in the Gmail Inbox

If you're a Gmail user, you can also manage Contacts directly from your Yesware Sidebar:

Setting Up

1. Click the Y icon to open the Yesware sidebar.

2. Click the phone book icon to access the Contacts tab.

3. Use the search bar to find a profile by name or email.

Editing and Creating Contacts

• Click on a contact to view and edit their details.

• To create a new contact manually, click the add (+) icon at the top right. Only an email address is required, but you can also include name, company, title, or phone number.

Notes and Timeline

• When viewing an email, the sidebar will auto-load the associated contact profile.

• Use the Notes section and Timeline to see past interactions and jot down important context.

Quick Actions

• Use the "Campaigns" and "Email" buttons under Quick Actions to quickly start outreach.