Have you ever thought of creating a Lead in sage CRM for every incoming email?
Normally, when an Email is filed in CRM, only a communication and a case are created, no lead.
To achieve the same in CRM what we can do is that we can modify the default js file which will handle the lead creation operation.
When an email is filed in CRM, our routine will read the Email Subject, Email Body, Sender Name and Sender Address from the incoming email and assign these values in Lead Description, Lead Details, Lead Person Name, and Lead Person Email Address fields respectively for the newly created lead.
We will also set the Email in Lead Source field to identify from where this lead has come into the system (i.e. the source of the lead).
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
