Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This feature is only available for In-Bound messages, and will not appear in other forms in the Notes Client.

 

To Add a Sender to the Leads Module:

...

Click Create to add the sender as a Lead in the Data Source.
Image Removed
Image Added

 

A Lead does not need to be associated to an Account.  If there is a possible duplication of this Lead in the Data Source, you will see a notification, and have the option to Create Anyway.