How to Create Leads from Emails

Learn how to create leads from emails with two clicks

How to Start Using eWay-CRM » Leads » How to Create Leads from Emails

To create a lead from an email, right-click the email in your mailbox and select Convert to lead in the context menu.

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Or open the email and click Convert to lead in the top right part of the email window.

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A new lead card will be created with pre-filled data from the email:

  1. Name (the subject of the email)
  2. Receive date (the date of receipt of the email)
  3. Contact email (the sender email address)
  4. Customer (eWay-CRM will try to find a company with the identical email address. If there is no such a company, eWay-CRM will try to find a contact with the identical email address and will check if there is a company related to this contact. If eWay-CRM can’t find neither company nor contact with the identical email address, it will use the domain name from the incoming email)
  5. Contact person (eWay-CRM will try to find a contact with the identical email address and transfer the first and last name from the contact card. If there is no such a contact, it will use the prefix of the email address).
  6.  Street, ZIP and City (will be prefilled, if eWay-CRM finds a company with the identical email address or a contact with the identical email address linked with a company).

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The email itself will be attached to the new lead automatically

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Do you have questions? Our consultants have answers.

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