Saturday, June 25, 2016

ZOHO CRM - Quickly and Easily add an email sender as New Lead or Contact from email received

In Zoho CRM, with Zoho Mail configured, you can quickly and easily add an email recipient as a contact or lead in your crm if they are not already there.

When viewing the email there will be a small tool palette at the bottom right hand corner - click the CRM icon:
The result is something like this if the sender is not already in your system:

select Contact or Lead from the drop down and click the Add now button

You'll be presented with a form like this (for contact) to fill in and click save:

If you're using Chrome, you also have the option to download Zoho's Contact Extractor which we discussed in an earlier tip.


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