2708022 - You cannot Add an E-mail to a Lead or Opportunity via the Outlook add-in without Selecting an Account first

You would like to add an email to a Lead or Opportunity using the Outlook add-in. However, the options Lead and Opportunity are greyed-out.

SAP Cloud for Customer

1. Log in to the Outlook add-in.
2. Click Add E-Mail.
   The window shown in the screenshot will open.
3. Click Add Reference.
   Result: The option Opportunity and Lead are greyed-out.
4. Select Account.
5. Choose the account that your opportunity/lead has.
   Result: The option Opportunity and Lead will now be available.

It is not possible to add an e-mail to a lead/opportunty which does not have an account using the Outlook add-in.

You can manually add the e-mail to the Leads/Opportunities Attachments facet in the UI.

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