Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Generating leads or opportunities from Email


Each sales channel is equipped for making a lead/opportunity from the incoming emails.


Configure email aliases


Every sales channel can have its very own email alias, to create leads/opportunities automatically. This element is valuable in the event that you deal with a sales team with explicit business processes. You will discover the configuration of sales channels under Configuration ? Sales Team.




Any email sent to the endorsed email alias will make an opportunity in the pipeline for the particular sales channel or sales group.


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