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.
Configuration for generating Leads from email¶
Configure Incoming Email Servers¶
You access to Settings ‣ General Settings, go to Discuss, and enable Custom Email Servers feature.
Note
You need to configure Incoming Email Servers in order to receive incoming emails from outside of your company domain.
In the Actions to perform on Incomming Mails tab, you choose Lead/Opportunity field. This will help you create a Lead/Opportunity whenever an email is sent to your system.
Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app¶
Configure the email address for the sales team as follow:
Access app CRM ‣ Configuration ‣ Sales Teams, click New to create a new sales team or click on an existing team to edit the information.
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. saleteama@companyname.com), the CRM App automatically generates a Leads/Opportunities and assigns it in the pipeline of the pre-configured Sales Team/Channel.
Note
If your customers have a contact in the software, the system will identify it and display the customer’s name.