on 2016 Mar 12 8:43 PM
Hi All,
I am testing the C4C Outlook add-in but am having trouble creating a new Lead from an email. I can track an email to an existing email but I cannot seem to find how I can create a new Lead, can someone let me know how?
When I use the 'Add Email' and track it to a reference I don't have the option of creating a new Lead, only selecting existing Leads.
Thanks in advance
Request clarification before answering.
Hi Sandico,
Only existing leads can be referenced with emails and new contacts can be created. But no option to create new lead.
Regarrds,
Saurabh
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Hi,
there is nicely prepared blog, explaining how to create a lead directly from email in Outlook:
https://community.sap.com/t5/crm-and-cx-blogs-by-members/creating-a-new-lead-from-an-email-and-attac...
Best regards,
Adam
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