How to Create Contact or Lead
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, links to Add to Contact or Add to Lead displays
4. Click either Add as Contact OR Add as Lead as needed.
5. A few 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,
Enter the account name on the search bar and click Search button to search for the account. Select the account if found.
7. Populate the rest of the fields if needed.
8. Click Show More to display more editable fields on the form.
9. Click button Save Contact OR Save Lead.
The sender's record is now added to the CRM.