Add/Update opportunity using mail converter in vTiger

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…

vTiger customisation updates – Add an opportunity from email using mail converter

CRMTiger continuously keep focusing on customizing vtiger with new features customer would needs to implement. Recently we implement auto creation of opportunity from email subject and content using Mail convertor. vTiger only has creation of Ticket, contact and organization from email using setup of rules created from Mail convertor. We will keep you posted with…

Meeting tracker module in vTiger CRM

Hello Folks, We implemented new module “Meeting tracker” which helps to manage and add to your daily plans and meetings. To arrange a meeting, first select the date, organization and make sure the lead status is “Active” for first meeting. If next meeting is arranged for the same organization, then change status to “Repeat”. When…