Collabspot helps you create a Lead right from Gmail.
You can create or edit a Lead’s information at the moment you are reading your emails from your Inbox.
This saves you time from switching from Gmail to your SugarCRM 6.x just to add and save the necessary information.



How to Create a Lead


    1. Open the Lead through the sidebar.


        a. Open an email sent by a Lead. The sidebar will give you the options to add as Contact or Lead.




        b. Open the Lead's email address in the Compose Email or Reply box.




    2. In the sidebar, click on Add to SugarCRM as Lead.


    3. Fill out the Create a Lead form. Click the check button to save.