Convert an email into a CRM lead

Follow this guide to create native lead from sender/message. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

What you’ll accomplish

Create native lead from sender/message. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

1. Go to the exact navigation path shown above.
2. Select the authorised mailbox, message or configuration record.
3. Complete the fields or action described in this guide.
4. Save or submit once, then verify the resulting status and related record.

Fields and options to review

• Name
• Email
• Company
• Phone
• Source
• Status
• Assigned
• Description
• Include attachments

Rules the system enforces

• Collects name, email, company, phone, source, status, assigned, description.
• Blank name falls back sender name then sender email.
• Blank email falls back sender email.
• Optional attachments, conversion log, redirect.

How to confirm it worked

• The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

• Use the exact authorised account, role and record before saving or sending.
• Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
• Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
• Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

Continue with related guidance