Requirements:
As you are viewing your emails in Outlook, Ebsta's side panel will prompt you to create a new record for the sender of the email you are currently viewing when a related record for them doesn't exist in Salesforce.
Alternatively, you can use the search function to type in a person's name that you wish to add to Salesforce.
1. Click Create New +
2. To create a Contact record, select Master from the dropdown menu. To create a Lead select Lead from the menu.
3. This will open up a New Contact or Lead window in a new browser tab and you will be able to add to Salesforce in the usual way.
