Convert an e-mail to a lead

Can I do this task?

1. Navigate to activity records.

   In the Navigation Pane, click Workplace, and then under My Work click Activities.

   - OR -

   To work with activities associated with a record, open the record and then click Activities.

2. Open the e-mail activity that you want to convert.
3. On the Actions toolbar, point to Convert Activity and then to To Lead.
4. In the Convert E-mail to Lead dialog box, enter information in the following boxes:
   • First Name
   • Last Name
   • Company
   • E-mail Address
   • By default, Microsoft Dynamics CRM Online automatically completes the following operations during the conversion:
     • Open the new lead after the conversion, if all the required information for the lead is available. Otherwise this option is not available.
     • Close the e-mail form.

   To change the conversion operations, clear the associated check boxes.

5. Click OK.

Notes

• The originating activity becomes a related activity for the new lead. If the activity is open, it appears in the Activities list for the case. If the activity is closed, it appears in the History list.
• The icon in the Activities list changes.