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As of now, there is no way to create a lead or deal based of a message like an incoming email. Although outgoing emails are tracked inside leads/deals, there is no general inbox view.
Zoho CRM implemented a whats called SalesInbox where you can quickly sort through your incoming messages and convert them to leads/deals
I'm making this suggestion because I don't know what the strategy for incoming communication is inside Frappe CRM.
What already works right now is to go to the desk inside communication and manually relink a specific email to a CRM deal
Which reflects and can be seen inside Frappe CRM
The text was updated successfully, but these errors were encountered:
As of now, there is no way to create a lead or deal based of a message like an incoming email. Although outgoing emails are tracked inside leads/deals, there is no general inbox view.
Zoho CRM implemented a whats called SalesInbox where you can quickly sort through your incoming messages and convert them to leads/deals
I'm making this suggestion because I don't know what the strategy for incoming communication is inside Frappe CRM.
What already works right now is to go to the desk inside communication and manually relink a specific email to a CRM deal
Which reflects and can be seen inside Frappe CRM
The text was updated successfully, but these errors were encountered: