Email Communication To Lead

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Good day,

I have setup the advanced email manager succesfully and emails that is sent to the destination account gets allocated to the communications tab for a company.

We want to create a company say "Leads" and then allocate the email adress to the company so that emails get logged under the communcation tab, is there a way that we can convert communcations to leads or is there another way to go about this.

Thank You

Kind Regards

Charl van Tonder

All Replies
  • Hi Charl

    You would need a second mail box and a script to handle that, an usual solution here is where you might have a form on your website which a visitor fills in and hits the submit button. This then sends an email somewhere.

    If there were directed to a dedicated mailbox, CRM can monitor it and then any emails it finds it creates a Lead record for them.

      CRM Consultant

    Pinnacle Computing Ltd

  • Hi Matthew,

    We have setup an email for testing purposes to import communications from this mailbox and this is working.

    When I open the communcation there is no action button available to convert it to a lead:

    Would this require development to add the action to convert this to a lead / Is this possible?

    Thank You

    Kind Regards

    Charl

  • You could do this either by modifying the communication.js file in the crm scripts folder or by creating a post insert table script to create the related record after the communion is inserted into crm. It’s all development though and not possible via point and click customisation.

    Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm

  • Great, thank you Daniel, much appreciated.

    Kind Regards

    Charl