How do I add an email to Salesforce when I have the email open?

If you don't already have your emails set-up to automatically sync to Salesforce, you can simply add them manually with one click. 

1. Input the email address of the person you're sending a message to (if you're not responding to an email) and then hover your cursor over the Add to Salesforce button.

How do I add an email to Salesforce when I have the email open?

2. A small pop-up window will display two options: Quick Add and Custom.

How do I add an email to Salesforce when I have the email open?

3. If you click on the Quick Add button, the email will be added to Salesforce under the Contact record. Go to step 6.

4. If you click on the Custom button an Add to Salesforce window will appear and present options to related the email to various objects.

5. Click the arrows or use the search feature to find the object/record you'd like to associate the email with. Click Save once done.

How do I add an email to Salesforce when I have the email open?

6. Note the verbiage has changed and now reads "Added to Salesforce" as your confirmation the action has been completed.

How do I add an email to Salesforce when I have the email open?

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