Create a Contact/Lead

1.  On 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:

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

4.  a.   For adding Leads:

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

      b.  For adding Contacts:

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

OR,

b.  Click Add icon and the accounts form opens.

All the 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.   Enter the rest of the fields as needed.

Any Reference fields has a 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.