Page Comparison

1.  On Gmail, 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 Contact Contacts  or Add to Lead displays

4.  Click either Add as Contact OR Add as Lead as needed.

5.  A few Leads display.

Click either of the Image Added icons.

4.  All the Leads or Contacts form editable fields display.  (*) means required.

For iEnterprise CRM, the default fields are the fields on Quick Create configuration for that module.

6.  Click Select an Account ID, list of Accounts displays.

Select an Account OR,

5.  For adding Contacts:

a.  Click SELECT link 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

All the account form editable fields display.  (*) means required.

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

6.  Populate the rest of the fields if as needed.

8.  Click Show More to display more editable fields on the form.

Any Reference fields has a SELECT link to display a selection list.

7.  Click SAVE button.

The sender's record is now added to the CRM.