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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:
Using this link, you can save the sender of the email as a Lead record in the Data Source. You will be able input additional details like Phone Numbers, Address etc. in the Details Window.
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Never forget to add a Lead to your CRM. |
Click the 'Add Sender to leads' link
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Click Create to add the sender as a Lead in the Data Source.
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.
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Salesforce logo appears for For demo purpose only. Expect appropriate CRM logo will display as per installed version. |