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In this video, we will show you the functionalities of the SugarCRM Email to Lead Lite version. Go to the admin panel and open the Module loader option. The Lite version of Email to Lead is already installed in the CRM. Back to the Admin section and open the License module this time. Here, you’ll see the status is verified, which means the plugin is ready to use. For creating new inbound settings click here and to see existing settings, click here. After that, click on the edit icon next to the email address. Here, you’ll see the email that will act as an archiver. You can also choose to fetch emails from any custom date, all emails, or any other option. After clicking on the Save button, you’ll be able to see a success message. Next, open the Email to Lead Receiver and click on the edit icon. From here, you can choose the targeted module like contacts, cases, meetings, etc. You can also target email addresses. In the customer source settings drop-down, there is an option to save the email address of the “FROM” field. Choose the No email key option, if customers provide other information instead of email. And the Body Email Mapper is for the contact form. Enable duplicate detection, if you want to attach duplicate emails to existing history based on Subject and phone numbers. Then click on the Save button. Next, open the Email to Lead Process Audit. Since no emails are received yet there are no records here. For the same reason, the Leads module is also empty. Now, we’ll compose an email. In the “TO” field we have entered an inbound email address. In the email body, we have entered a few Email Mappers like name, phone, etc. Finally, send the email. After that go to the Process Audit and refresh the page. You can see the record is created. Now open the Leads module and refresh the page. The record is created here as well. In the Process Audit, click on the record to see a detailed view. Every value has been mapped to their respective fields. In the Email sub-panel below, the latest email is attached as well. After clicking on it, you can see every detail of the email. Thanks for watching.