Can I create leads from emails?
Yes, you can create leads or contacts from emails by following the steps given below:
To add leads in Client management system from email
- In Client management system, click the Email tab.
- In the Inbox, open your customer email.
- In the Mail body section, click on the Client management system icon at the end of the email.
- Choose Leads or Contacts from the drop-down list and click Add Now.
- In the form, specify the lead/contact details.
- Click Save.
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