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How to create a lead from an email

  • 24 July 2024
  • 1 reply
  • 21 views

Hi All,

I need to know how to create a lead from an email. I tried but couldn’t create a lead.

 

1 reply

nhatnghetinh
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Userlevel 7
Badge +5

Hi @rashmikamudalinayake10 

Please refer to the posts below.

 

https://toperppartners.com/blog/acumatica-outlook-plugin/#:~:text=Using%20the%20Acumatica%20Outlook%20Plugin&text=Now%20when%20you%20view%20an,t%20already%20recognized%20in%20Acumatica.

 

 

Best Regards,

NNT

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