Power up your contacts5 Steps to a tidy address bookOctober 5Things a modern address book does, you couldn’t imagine

October 19

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Lead generation using your address book? Yes!November 16

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WEBINAR SERIES

Bad Address Book Good Address Book

• Full of gaps

• No valuable info

• Bad entries

• No gaps

• More valuable info

• Good entries

5 steps to a tidy address book

1. Know your sources

2. Manage your contacts

3. Add information to your contacts

4. Develop good habits

5. Auto-enrich contacts

Step 1

Know your sources

87% of Covve users keep multiple address books!

Know your sources

Know your sources

These contact sources are :

Gmail Outlook iCloud Phone Device

iPhone groups Android accounts

Know your sources

Step by step:How to manageandroid accounts

Step by step:How to manage iPhone groups

iPhone groups

Know your sources

o Groups translate to address book sources i.e. iCloud group, Gmail group, Exchange group.

Tip : Tidy up your contact list by reviewing your groups/accounts and removing from your settings any that do not contain useful contacts.

o Groups get added when you add an email account. At the same time you are also enabling contact synchronisation.

iCloud Exchange (Outlook)

Gmail Phone

Interface Fair Fair Fair Simple

BackupGreat and works

seamlesslyYes

Great and works seamlessly

No

Integration

NoGood for latest

versionsGreat No

Did you know that Gmail and iCloud keep constant backups of your contacts so you can always return to a previous date? So you never need to worry of losing your contacts ever again!

Address book comparison

Step 2

Manage your sources through a single interface

To combine 2 address books into one, or to change address book:

http://help.covve.com/knowledge_base/categories/address-book-providersDetailed instructions on how to export/import from various address book sources

Move contacts between address books

A single address book makes maintenance and consistency much better.

Moving your contacts between different accounts is possible and easy!

Maintain multiple address books but still view them and manage them as a single list.

Apps that help you do that:

Multiple sources through a single interface

Step 3

Add information to your contacts

Add information to your contacts

iOS9+ automatically identifies emails and phone numbers for your contacts by examining the signature of emails you exchange

http://help.covve.com/knowledge_base/topics/how-to-automatically-add-emails-to-your-contacts

Add information (for iPhone users)

Open the contact and tap on “phone (found in Mail)” to add the data

Add information (for iPhone users)

Gmail stores the name and email of people you exchange emails with in a folder called “Other Contacts”.

http://help.covve.com/knowledge_base/topics/how-can-i-use-my-google-other-contacts-with-covve

Add emails from Gmail

Step 4

Develop good habits when adding new contacts

Good habits when adding new contacts

Scan business cards

Identify the data

Add it to your address book automatically

Step 5

Auto-enrich contacts

Auto-enrich contacts

Covve adds company info to > 40% of contacts, country to > 70% and merges on average 50 duplicates per user.

Auto-enrich contacts

Step 1:View suggestions

Step 2:Apply improvements

Next in this webinar series… Things a modern address book does, you couldn’t imagine!October 19

The ultimate professional address book