|
1 | | -======================================== |
2 | | -Generate leads/opportunities from emails |
3 | | -======================================== |
| 1 | +======================================= |
| 2 | +Generating leads/opportunities by email |
| 3 | +======================================= |
4 | 4 |
|
5 | | -Automating the lead/opportunity generation will considerably improve |
6 | | -your efficiency. By default, any email sent to |
7 | | -*sales@database\_domain.ext* will create an opportunity in the |
8 | | -pipeline of the default sales channel. |
| 5 | +Automating the lead/opportunity generation will considerably improve your team's efficiency. |
| 6 | +Utilizing email aliases and a contact form in your database can aid in that improvement. |
| 7 | + |
| 8 | + |
| 9 | +By default, any email sent to *sales@database\_domain.ext* will create an opportunity in the |
| 10 | +default sales channel's pipeline associated with that particular email. |
9 | 11 |
|
10 | 12 | Configure email aliases |
11 | 13 | ======================= |
12 | 14 |
|
13 | | -Each sales teams can have its own email alias, to generate |
14 | | -leads/opportunities automatically assigned to it. It is useful if you |
15 | | -manage several sales teams with specific business processes. You will |
16 | | -find the configuration of sales teams under |
| 15 | +Each sales team can use its own email alias to filter generated leads/opportunities automatically |
| 16 | +to their pipeline. This functionality can be useful if you manage several sales teams with |
| 17 | +specific individual business processes. You will find Sales Team configurations under |
17 | 18 | :menuselection:`Configuration --> Sales Teams`. |
18 | 19 |
|
19 | | -.. image:: media/generate_from_email01.png |
| 20 | +.. image:: generate_from_email/sales-teams-configuration.png |
20 | 21 | :align: center |
| 22 | + :alt: Configuring Sales Teams |
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