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.

1. Open the communication that was created when you sent or received the email.
2. Click New Case, New Opportunity, or New Lead.
3. Enter the details of the case, opportunity, or lead.
4. Click Save. The case, opportunity, or lead is saved against the person or company associated with the email communication.