How To Convert An Incoming Email To A Case Or Lead

This article explains how to convert an incoming email to a Case or Lead.
 


  

1. On the ribbon, click the File tab. Then click New Activity and select E-Mail.

2. In the E-Mail Subject Field, put in the subject.

3. Click Save.

4. Click the Convert E-Mail To A Lead button. The Convert E-Mail To A Lead box appears.

5. Enter the information about the lead (First and last name, company, e-mail address).

6. Click OK.

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