Create a Contact or Lead
Create CRM records from Unaric Sidebar.
- Open your Outlook inbox and select an email to open.
- Open the Unaric Sidebar connector.
- 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?
- For adding Leads, all the editable fields of Leads or Contacts form display.
- For adding Contacts:
- Click Select icon and select an existing account from the list of accounts from CRM.
- 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.
- On the Contact form, the Account field is populated.
- Enter the rest of the fields as needed. Any Reference fields has a Select icon to display a selection list.
- Click SAVE button. The sender's record is now added to the CRM as either a Contact or Lead.