Tuesday, September 3, 2013

Zoho CRM Tips and Tricks - Leads from Emails

 

Add a Lead into Zoho CRM from your email


If you are using Zoho CRM Mail Add on, you can add a Lead or Contact right from your emails.

1) Simply open the email. At the bottom right of the email, you will see a group of icons.  Simply click on the 2nd icon for the "Add to CRM" option.



2) Choose to add the email information as a Lead or a Contact in Zoho CRM, then click "Add Now".



3) Enter the Lead or Contact information as available.  Then Click Save.



4) Your Lead or Contact information is now available in Zoho CRM.





Happy Selling!


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