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How to Create Contact or Lead

1.  On

Gmail

Outlook, go to your Inbox.

2.  Select an email to open.

3.  If the email ID of the sender is not found on the CRM

status, links to Add to Contacts

:

Click ADD button beside either Add as - Contact?  or Add

to Leads display.

Click either of the Image Removed icons.

4.  All the

as - Lead? 

4.  a.   For adding Leads:

All the editable fields of Leads or Contacts form

editable fields

display.  (*) means required.

5 link

      b.  For adding Contacts:

a.  Click

SELECT

Select icon and select an existing account from the list of accounts from CRM.

You may also filter the list by toggling to "Show My Accounts only"

OR,

  Enter the account name on the search bar and click Search button to search for the account. Select the account if found.

b.  

Click CREATE NEW ACCOUNT link

Click Add icon and the accounts form opens.

All the

account form

editable fields of Account form display.  (*) means required.

Click SAVE button.  The new Account record is added to CRM.

5.  On the Contact form, the Account field is populated.

6. 

Populate  link to

 Enter the rest of the fields as needed.

Any Reference fields has a 

SELECT

Select icon to display a selection list.

7.  Click SAVE button.

The sender's record is now added to the CRM as either a Contact or Lead.


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