Create a Contact/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 status, links to Add to Contacts  or Add to Leads display.

Click either of the icons.

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

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 as needed.

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.