G2 Crowd User in Computer Software

How do I add a lead or contact to Salesforce?

about 3 years ago

From an email, tap the person’s name. Their name should be in gray, indicating that they aren’t in Salesforce. Then, tap the “+Lead/Contact” box, then tap either “Create Lead” or “Create Contact”. Then, fill out any information that you want. Then tap “Save” in the top right corner of the screen. Their name should now be blue and have a little cloud icon next to it.