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 :
Opportunity = Subject of email
Contact Name =Nothing gets added for this field.
Description = Body of the email
Attachments of email will be linked to the
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