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:
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.
Excerpt |
---|
Never forget to add a Lead to your CRM. |
Click the 'Add Sender to leads' link
...
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.
...