When you click on an email, if no lead or contact records in your CRM account match the sender’s email address, you can create them by clicking the Create Lead or Create Contact button. Here we will explain how to create a contact. The same steps apply to creating a lead.
Follow these steps to create a contact:
- Log in to your Outlook.
- Open an email.
- Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
- Click the Create Contact button to create the record.
- Note: During the contact creation, details such as contact names and email addresses are automatically pulled from the email.
- Click Save.
The contact will be saved in the CRM.
To know more about Office 365 integration, click here