Do you have any requirement to Create/Update Opportunity from the email you received daily to your dedicated email using Email converter feature of vTiger ?
We have done this for one of our prestigious customer.
We Implemented following in opportunity customization:
Create Opportunity(With Contact/Account)
Create Opportunity(Without Contact/Account)
Update Opportunity
Create Opportunity(With Contact)
Creates a new Opportunity record with the following mapping:
1. Opportunity name = Subject of email.
2. Contact Name = Contact name in crm depending on the email , if there are no records in contact then it will create one.
3. Description = Body of the email
Attachments of email will be linked to the related documents of the Opportunity.
Create Opportunity(Without Contact/Account)
Creates a new Opportunity record with the following information :
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Opportunity = Subject of email
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Contact Name =Nothing gets added for this field.
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Description = Body of the email
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Attachments of email will be linked to the
Update Opportunity
1. Description = Previous Description + Body of the email
2. Attachments of email will be linked to the Select Regex in Subject field, and paste the following code OPP [^:]?: ([0-9]+) in the text area
Let us know if you needs more information on this
Do You Need More Information ?
For any further information / query regarding Technology, please email us at info@crmtiger.com OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us