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Converting emails
You can convert an inbound or outbound email communication, where the action type is Email In or Email Out, to a Case, Opportunity, or Lead.
If Email Management is installed, inbound emails are automatically filed against the matching Person or Company record. You can then convert the email directly to a customer service case using the workflow buttons on the right-hand side of the Communication screen.
- Open the Email In/Out communication that was created when you sent or received the email.
- Select New Case, New Opportunity, or New Lead from Create.
- Enter the details of the Case, Opportunity, or Lead and click Save. The Case, Opportunity, or Lead is saved against the person or company you emailed.
See Also:
Sending an email
Email shortcut keys
Replying to an email
Using Microsoft Outlook to send emails
Filing inbound and outbound emails
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