M
Michael Bentfeld
Hello,
I work as a factory sales representative for a
manufacturing company. When potential sales leads come in
that would be best served by our dealer network, my
secretary sends them to me via our internal company e-
mail. The information comes as an attached PDF file. I
like to keep records of each new sales lead with the
appropriate dealer, as a separate entry under a "Sales
Leads" folder with each dealer. Currently, I have to
click on the given dealer's folder under Contacts, open up
the Sales Leads folder, then create a new contact entry.
After that, I have to copy and paste the PDF file into
the "notepad" at the bottom of the contact page. I'd like
to be able to just click-and-drag the e-mail with the PDF
attachment into the appropriate Sales Leads folder, and
have Outlook generate a new contact, with the PDF file in
the "notepad". Is there a way I can do this? Thanks.
I work as a factory sales representative for a
manufacturing company. When potential sales leads come in
that would be best served by our dealer network, my
secretary sends them to me via our internal company e-
mail. The information comes as an attached PDF file. I
like to keep records of each new sales lead with the
appropriate dealer, as a separate entry under a "Sales
Leads" folder with each dealer. Currently, I have to
click on the given dealer's folder under Contacts, open up
the Sales Leads folder, then create a new contact entry.
After that, I have to copy and paste the PDF file into
the "notepad" at the bottom of the contact page. I'd like
to be able to just click-and-drag the e-mail with the PDF
attachment into the appropriate Sales Leads folder, and
have Outlook generate a new contact, with the PDF file in
the "notepad". Is there a way I can do this? Thanks.