How to View Leads


1.A Open an email in Gmail. Click the Collabspot icon on the right side. The sidebar will load the related Lead.



1.B Enter the email address into the Recipients field from Compose or Reply Form. Collabspot sidebar should automatically load the details of the related entry. To open the sidebar, just look for the Collabspot icon on the right side panel. 




How to Create a Lead

1.A Open an email with an email address that is not yet an existing record in Sugar. If the sidebar is open, it should automatically display the options to add the email address as a Lead. Otherwise, click the Collabspot icon on the right side panel. 

 

  

 

1.B   Enter the email address in Compose or Reply Form. If the sidebar is open, it should automatically display the options to add the email address as a Lead. Otherwise, click the Collabspot icon on the right side panel. 



2. Click on Add to SugarCRM as Lead 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.