Create a deal/lead from mail

  • neetoCRM now has the option to assign a lead/deal to an email, be it smart mails or synced emails.

  • Go to Mail's show page -> Assign lead/deal -> Add new lead/deal .

  • When you try to create a lead, then by default, it pre-fills lead details in the form with help of email. You can verify the details and add a new lead.

  • For deal, you would need to enter details in the deal form.

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