I understand the flow of an entity is lead > opportunity > account & contact. firstly if this is wrong then please correct me.
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Question about campaigns
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How to create leads from emails automatically?
I've been using EspoCRM for sometime already but i'm still can't figure out some features of EspoCRM.
Is there any way to create Leads automatically... -
EspoCRM API Attachment empty response
Hello,
I'm trying to upload contact's document via EspoCRM API v1.
The first thing I do is send POST fields to 'api/v1/Atta...Last edited by kanoriuta; 01-19-2017, 02:31 PM. -
Workflow to All Current Records without Schedule
Hi there,
Wondering if there is any way to apply a workflow to ALL Current Records without Using Scheduling, I mean I understand that Schedule... -
Error 500 when accessing a newly created entity
Hello,
I just successfully created a new entity called Lists using the below instructions:
https://youtu.be/MAhcuY0yyaY
However,...Last edited by tanya; 04-26-2017, 01:20 PM. -
Email Notification to the Contact
Hi,
I have setup for Group Email account with this CRM.
1. When ever Email received to this Email account, a Case will be Created... -
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Entity Manager in EspoCRM - How to customize your CRM and make dynamic forms | Video Tutorials
Video Tutorials... -
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How to configure user interface in EspoCRM system | Video Tutorials
Video Tutorials...Last edited by AlexAv; 11-24-2016, 09:53 AM. -
Is it possible to turn off the Unsubscribe link in mass e-mails?
Hi. We are using EspoCRM to manage e-mail communications both within a consortium and with external parties. Consortium members have agreed explicitly... -
After edit a record.. save and edit next record (Company)
Hello everybody, i have a question about edit records. i would like to edit for example one company-record and after i finished the editing, i would... -
email use cases
Hi, I'm struggling to find the best workflow for the following two use cases, starting with the most complex:
1. Send a series of 8 emails... -
Adding content to a new tab
Hello everyone,
I'm customizing EspoCRM (wich is very powerfull) to implement it in my company as an intranet with an extra feature : a map...
