How to View Leads


1.A Open an email in Outlook. Click the Open Sidebar to display the related entry. The sidebar will then load the related Lead.




1.B Enter the email address into the Recipients field from Compose or Reply Form. Click Open Sidebar button to open the related entry. 





How to Create a Lead

1.A  Open an email in your Inbox. Click the Open Sidebar button. Collabspot sidebar will provide an option to save the email address as a Lead or Contact. 



1.B Enter the email address on the Compose or Reply form. Click the Open Sidebar button. Collabspot sidebar will display the option to add the email address  as a Lead. 



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


3. Fill out the information in the form then click Save Changes button. 


                                 


4. A confirmation message will appear once you have successfully created a Lead.




Note: User can also create new Leads without the need of email address from the Module list.  To know more, please click this link.