Add Unknown Sender
- Evangeline Cruz
Owned by Evangeline Cruz
Question:
Can we add an unknown email sender as a new account?
Answer:
Currently, the option provided is to add the email's sender to Contacts or Leads.
Add Sender to Contact - the Account must already be in the CRM. The new contact can be added but the account must need to be selected first. Account cannot be created directly from LNC.
Add Sender to Leads - the new Account name can be entered on the Account field on the form that is open via the connector.