[IMP] CRM: edit some text and update screenshot

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Tori (vpk) 2021-05-24 13:34:13 -07:00
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======================================== =======================================
Generate leads/opportunities from emails Generating leads/opportunities by email
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Automating the lead/opportunity generation will considerably improve Automating the lead/opportunity generation will considerably improve your team's efficiency.
your efficiency. By default, any email sent to Utilizing email aliases and a contact form in your database can aid in that improvement.
*sales@database\_domain.ext* will create an opportunity in the
pipeline of the default sales channel.
By default, any email sent to *sales@database\_domain.ext* will create an opportunity in the
default sales channel's pipeline associated with that particular email.
Configure email aliases Configure email aliases
======================= =======================
Each sales teams can have its own email alias, to generate Each sales team can use its own email alias to filter generated leads/opportunities automatically
leads/opportunities automatically assigned to it. It is useful if you to their pipeline. This functionality can be useful if you manage several sales teams with
manage several sales teams with specific business processes. You will specific individual business processes. You will find Sales Team configurations under
find the configuration of sales teams under
:menuselection:`Configuration --> Sales Teams`. :menuselection:`Configuration --> Sales Teams`.
.. image:: media/generate_from_email01.png .. image:: generate_from_email/sales-teams-configuration.png
:align: center :align: center
:alt: Configuring Sales Teams

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