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Outlook add-in - create new Lead

Former Member
0 Kudos
882

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

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

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

Former Member
0 Kudos

That is unfortunate.. but thanks. If I could submit a product request for this I would.

Answers (1)

Answers (1)

Adam_A1
Participant
0 Kudos

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