Question 1

Managing Contact Privacy in Anaba: Private or Shared Contacts

Accepted Answer

Anaba allows you to adapt the visibility of your contacts and companies according to your needs: full transparency, semi-open database, or strictly private management.

|| Discover the 3 privacy modes to organize your database efficiently.

${vimeo}Manage Contact Privacy and Access Rights in Anaba

Open Database (Default Mode)

In this mode:

All users have access to all contacts and companies.
They can see all information: contact details, notes, phone number, last interactions, and more.
Ideal for maximum transparency and smooth opportunity sharing.

||| Once a tag has been assigned to a user/team, it is only visible to that user/team

💡 Good to know

Perfect for teams working in full collaboration.
You fully benefit from centralized and secure information in a single database.

Open Database with Manual Privacy

This mode allows you to keep your database largely shared, while still protecting sensitive contacts. How it works:

Create a tag or category (e.g., VIP or Partners).
Assign access rights for this tag or category to specific users or teams.
Apply the tag to the contacts you want to protect – only users or teams with access to that tag/category will see the contact details.

💡 Use cases

Law firm partners want to keep certain contacts confidential.
Sales teams can protect strategic prospects while sharing the rest of their database.

Fully Private by Default

For this

Question 2

Anaba Academy: Guide in 3 Steps

Accepted Answer

Welcome to your Anaba training space. This guide gathers all the essentials to help you quickly take control of Anaba and use it efficiently in your daily practice.

Why use Anaba?

✔️ Weekly contact suggestions: never lose track of valuable relationships ✔️ Alerts when your clients change company: identify new business opportunities instantly ✔️ A clear record of interactions: know who contacted whom, when, and who else is in touch with the same person ✔️ Centralize everything in one place: contacts, projects, tasks… ✔️ Save time: no setup required, no manual data entry needed ✔️ Work smarter: whether on your own or as a team 🎥Video demonstration

${color}[#a205c2](3-STEP GUIDE)

1. Log in & Activate Synchronization (2min)

🔗 Access Anaba

Click “Sign in with Microsoft” or “Sign in with your work email”.
Authenticate with either Microsoft or Gmail. If the authentication window does not appear, go to “My contacts to validate.”

💡Why it matters:

Your professional contacts are automatically retrieved from Outlook or Gmail exchanges.
You receive alerts whenever a contact changes firm or company.
You can validate or ignore new contacts in one click. ${vimeo}

2. Use the Outlook extension (4min)

💡Why it matters:

Add a contact directly from an email.
Search for contacts or organizations without leaving Outlook.
Send an email to a group of cont

Question 3

Install and use the Anaba extension for Chrome & Edge

Accepted Answer

Do you frequently use LinkedIn to research or interact with people you’re interested in? Would you like to add them directly into Anaba from any browser tab without opening Anaba in another tab?

This extension is going to change your life!

|| This extension is available only via the Chrome and Edge browsers. To install from Edge, go directly to the extensions page and follow the instructions in this video.

🔗Download extension on Chrome Web Store.

${vimeo}

🌟Why install the Anaba Chrome extension? 🌟

Ease of use and time-saving: With a single click, add a contact into Anaba directly from their profile—no need to manually enter key information. As a bonus, our extension can even find their professional email for you.
Automatic verification: A major benefit of our extension is its ability to instantly detect if a LinkedIn contact already exists in your Anaba CRM. No more duplicates, no more errors, no more misses.

How does it work?

Download the Anaba extension from the Chrome Web Store.
Log into your Anaba account in your Chrome browser. If you’re already logged in, the extension connects automatically.
Visit any profile and add it to your Anaba with one click.
Search contacts / approve pending contacts without opening an Anaba tab.

In short, the Anab

Question 4

Organize Your Campaigns: Greetings, Reports, Events…

Accepted Answer

Many of you regularly manage email campaigns : client greetings, activity reports, event or breakfast invitations…

At Anaba, we’ve built a simple method to help everyone (partners, associates, communication managers…), organize these campaigns efficiently:

Sync your mailbox to automatically retrieve your contacts from your email exchanges.
Tag your contacts according to your campaign type (Greetings, Reports, Events, etc.).
Create your own group if you wish to send your greetings personally from your own inbox (e.g. “Greetings 2025 – Firstname Lastname”).

🎥 Video tutorial (2 min)

Discover how to organize your contacts by tags or groups and then send your greetings with ease. ${vimeo}

|| ⚠️ Not synced yet?

| Admins can also export filtered contact lists to Excel format if you need them for external use.

||| If you’re sending emails via a group, make sure your default email service is properly configured

Need help or support?

Browse other articles in the Anaba Help Center
Contact us via the chat in the bottom-right corner of your Anaba interface
Or reach out to your internal administrator

Question 5

Install anaba on your Outlook Desktop app

Accepted Answer

Installing the Outlook add-in on your Outlook desktop application takes less than 2 minutes. Just follow the steps described below.

From your Outlook application, click on Get Add-ins in your menu bar on the top right.

|| If you don't see it, click on "File" in the menu bar and then "Manage Add-Ins".

When the pop up appears, click on the search bar at the top right and search for anaba. The "anaba for Outlook" extension appears in the results. Click on "Add" and then "Continue". That's it 😎.

Go back to your application and the anaba icon has just appeared next to the "Get Add-ins" icon. Click on it and log in with your Microsoft credentials you are using when you sign in to your outlook application.

Question 6

Import your contact files into anaba

Accepted Answer

Before anaba, you used to manage your contacts in Excel files, on your telephone, Outlook contacts or Google contacts. To centralize all these contacts in your company's anaba space, you can import these files.

This article explains the steps to follow for a successful import. Before you start, export your contacts to Excel.

Step 1: Preparing your file

Here's what you need to know to prepare your file properly:

If you need further clarification - or if you learn best from examples - we suggest you download our template to see what your file should look like, and thus make your import as easy as possible.
The first line of your file should be the header for your columns (last name, first name, emails…).
Each column in your file will correspond to a field in anaba. The information must therefore be in separate columns. Example: Contact name in column A, contact first name in column B
We have created pre-defined fields in anaba. If no anaba field corresponds to a column in your file and you wish to import it, you can add custom fields if you wish. Example: personal email, SIRET/SIREN, family, sub-family…
Contact persons in your file who do not have a first and/or last name will not be imported into anaba.
If there are several lines in your file with the same first and last name but different email addresses, 2 contacts will be created in anaba.
To avoid characte

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