Step 1: Register
Get a code to signup from firstname.lastname@example.org
Step 2: Connect Your Email
On the Dashboard click Add Mailbox and then find your email provider. You can connect multiple mailboxes at once if you want to connect an entire team.
SigParser will do an initial pull of emails to get historical data.
Step 3: Connect a CRM
If you use a CRM system like SalesForce, HubSpot or Pipedrive, you should connect one of those. SigParser can automatically update contacts in those systems with new contact details.
Step 4: Purchase a longer historical email pull
The default email historical pull gives you some data but you can get even more if you go back in time an additional year or 5 years.
Step 5: Add Team Members
To add Team Members click Settings -> Users and then add team members with their email addresses. They'll get an email with the invite and they just need to register with the same email address.
Step 6: Alterntive Email Addresses
Sometimes you might have multiple email addresses. You should be sure to add each of those under your Team Member details.
Go to Settings -> Team Membership and add an email address under yourself or the correct team member. This will control things like the team page and parts of the site.
Step 7: Internal Email Addresses
You should also configure internal email address patterns so that those emails aren't exposed. For example, you might want to treat the domain of a third party HR company as internal so people don't see the HR emails.
Settings -> Internal Contacts
Step 5: Enjoy eliminating manual data entry
Sit back and enjoy having up to data contact records!