Skip to content

Latest commit

 

History

History
19 lines (14 loc) · 842 Bytes

generate_from_email.rst

File metadata and controls

19 lines (14 loc) · 842 Bytes
.. index::
   single: Opportunitie from incoming emails

Generate leads/opportunities from emails

Automating the lead/opportunity generation will considerably improve your efficiency. By default, any email sent to sales@mycompany.com will create an opportunity in the pipeline of the default sales channel.

images/crm_13.png

Configure email aliases

Each sales channel can have its own email alias, to generate leads/opportunities automatically assigned to it. It is useful if you manage several sales teams with specific business processes. You will find the configuration of sales channels under Configuration ‣ Sales Channels.

images/crm_14.png