Compare commits

...

1 Commits

Author SHA1 Message Date
Tori (vpk)
23efb86d08 [IMP] CRM: edit some text and update screenshot 2021-05-25 09:43:56 -07:00
3 changed files with 14 additions and 12 deletions

View File

@ -1,20 +1,22 @@
========================================
Generate leads/opportunities from emails
========================================
=======================================
Generating leads/opportunities by email
=======================================
Automating the lead/opportunity generation will considerably improve
your efficiency. By default, any email sent to
*sales@database\_domain.ext* will create an opportunity in the
pipeline of the default sales channel.
Automating the lead/opportunity generation will considerably improve your team's efficiency.
Utilizing email aliases and a contact form in your database can aid in that improvement.
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
=======================
Each sales teams 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 teams under
Each sales team can use its own email alias to filter generated leads/opportunities automatically
to their pipeline. This functionality can be useful if you manage several sales teams with
specific individual business processes. You will find Sales Team configurations under
:menuselection:`Configuration --> Sales Teams`.
.. image:: media/generate_from_email01.png
.. image:: generate_from_email/sales-teams-configuration.png
:align: center
:alt: Configuring Sales Teams

Binary file not shown.

After

Width:  |  Height:  |  Size: 39 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 19 KiB