2

I am using Lightning for Outlook

I can create a contact from a selected email (really cool!!!):

enter image description here

And the new contact fields are auto populated in the new contact:

enter image description here

The problem is - I cannot add a new lead in the same way.

I have created a publisher action so I can add a new lead (Lead is called a Request in my Org):

enter image description here

But then I need to populate name, email, phone and all data from the email manually.

Does anybody know if I can add a new lead and populate the email data into it in Lightning for Outlook?

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.