How to View a Contact or Lead
1. Open an email in Gmail or Hover your mouse over an email address within the email thread.
2. Enter the email address on the Compose or Reply Form.
How to Create a Lead or Contact
1.A Open an email sent by a Contact or Lead. The sidebar will give you the option to add the email address either as a Contact or Lead.
1.B Hover your mouse over the email address or enter the email address on the Compose Email or Reply box.
3. Fill out the information for New Lead / New Contact form, then click on the Check button to Save, or the Plus button to Save the Contact/Lead and create a new one.
Create a Contact
Create a Lead
4. A confirmation message will appear once you have successfully created a lead or a contact
How to edit a lead or contact
1. View the Lead or Contact via the sidebar.
2. On the Info section, click on the . On the dropdown menu, click on Edit.
Edit a Contact
Edit a Lead
3. Fill out the information on the Update Contact if you are updating a Contact’s information and Update Lead if you are updating a Lead’s information.
4. A confirmation message will appear once you have successfully updated a lead or a contact.