Generated Opportunities from e-mail message - EspoCRM Open Source Community Forum

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toanko

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Join Date: Feb 2016

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#1

Generated Opportunities from e-mail message

04-15-2016, 12:46 PM

Hi,

It is possible generated opportunities from e-mail message? If yes, how can I set?
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yuri

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#2

04-15-2016, 01:04 PM

Hi

No such ability but you can implement it if you replicate Create Lead from Email.

Now you can create Lead and then convert it to Opportunity.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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toanko

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#3

04-18-2016, 05:45 AM

Thanks for the answer. I know, but this way generates a lot of "clicking". It is difficult If you have to put a lot of opportunities.To much work...
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yuri

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#4

04-18-2016, 08:03 AM

You can customize it, replicate email-to-lead and make email-to-opportunity.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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toanko

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#5

04-18-2016, 09:52 AM

Thanks for the answer. Can you send me an example of how to do it?
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