When a customer you are calling or speaking to provides you with a new email address to send promotional information or an email to but does not provide you with a name to address the email you are to do the following:
- First you should always ask the person you are speaking to for the name you should write on the mail to professionally address that person. This is always a smart way to obtain the name. If you then have the name you can proceed to Add New Customer to Company.
- If you still are not given a name continue with adding New Customer to Existing Company.
- Add the new email address in work email.
- And for the Contact Name, write something general or generic. For example:
- You can write first name field: New Contact and last name field: the company name.
- You can write first name field: Dear Sir Madam and last name field: the company name.
- You can write first name field: TBA and last name field: the company name.
- TBA means to be announced.
- You can write first name field: Info Email and last name field: the company name.
- You can write first name field: Secretary Email and last name field: the company name.