How to View a Contact or Lead


1.A Open an email in Outlook. Click the Collabspot icon, then click "Open Sidebar" button. The sidebar will then load the related Contact/Lead.



1.B Enter the email address into the Recipients field from Compose or Reply Form. Click the Collabspot icon on the lower right side of the form. Collabspot sidebar will load the details of the related entry.







How to Create a Contact or Lead

1.A Open an email with an email address that is not yet an existing record in Sugar. Click the Collabspot icon. The sidebar will display the options to add the email address as a Contact or as a Lead.




1.B   Enter the email address in Compose or Reply Form. Click the Collabspot icon on the lower part of the form. The sidebar will display the option to save the email address as a Contact or as a Lead. 




2. Click Add to SugarCRM as Lead if you want to create a Lead or Add to SugarCRM as Contact if you want to create a Contact.


3. Fill out the information in the form. Click the 3 dots on the upper right side, then click Save Changes. 

    


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 the 3 dots on the upper right side, then click Edit Entry




3. Fill out the information on the Edit Contact if you are updating a Contact's information, and Edit Lead if you are updating a Lead's information. When done editing, click the 3 dots on the upper right side then click Save Changes


4. A confirmation message will appear once you have successfully updated a Lead or a Contact.




Another way to create new Contacts or Leads without the need of email address is from the Module list. To know more, please click this link.