Generate Lead/Opportunity from emails

The Generate Lead/Opportunity from Email feature in Viindoo system helps the Sales Teams proactively reach out to potential customers at the earliest possible, increasing the competitive advantage compared with other competitors, reducing data processing time, and is a useful tool in sales.

Requirements

This tutorial requires the installation of the following applications/modules:

• CRM

Configuration for generating Leads from email

Configure Incoming Email Servers

1. Access to Settings ‣ General Settings, go to Discuss, enable Custom Email Servers.

Note

• You need to configure Incoming Email Servers in order to receive incoming emails from outside of your company domain.

2. You need to configure your alias domain then press Save.

3. Then, you configure your Custom Email Servers.

Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app

Configure the email address for the sales team as follow:

1. Access app CRM ‣ Configuration ‣ Sales Teams, click New to create a new sales team or click on an existing team to edit the information.

2. Insert Email data on the Sales Teams configuration.

• Email Alias: email of your Sales Team (e.g. salesteam1@companyname.com), a Lead/Opportunity is created by default when a customer sends an email to this address.

• Accepts Emails From: a lead is created when an email from these senders is received at the email address set up in Email Alias.

When any email is sent to an email alias that configured on Sales Teams (e.g. sale@companyname.com), the CRM App automatically generates a Leads/Opportunities and assigns it in the pipeline of the pre-configured Sales Team/Channel.

See also

Related article

• Generate Lead/Opportunity from your website Contact page

• Generate Lead/Opportunity from LiveChat

Optional module

• Viin CRM

• Sales CRM Follower Access Rights

• Lead/Opportunity Customer Recognition