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Thought I'd ask here as well - with the Outlook pack (or any email accounts pack) - do emails which appear in the Inbox get attached to the contact's record?
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Hi malg,
When a new email comes, the system tries to recognize which record this email belongs to. It can link it with Account, Lead, Opportunity, Case (and Contact in B2C mode) etc. If it wasn't recognized, then user can link it manually by filling in Parent field.
If an email came from a new potential client, user can convert it to Lead (from the top-right menu).
It's possible to create a Task or Case from an email record (from the top-right menu).
If email addresses (from, to, cc) of the email record are known to the system, it will show the person they are related to (Contact, Lead, User etc). If some email address is new, you can create contact right from there.
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