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How to create a Lead from email contact

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Louis Tran
  • Updated
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To create a lead from Email, use the following steps:

  1. Click on an email to open it
  2. Click on the From (or To) that has the name of the new contact
  3. Click "Create New Lead" and enter all pertinent and required information (red bar)
  4. Click Save

 

IMG-5144.PNG Screen_Shot_2021-12-15_at_10.22.01_AM.png

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