{"id":15704,"date":"2009-04-21T10:08:00","date_gmt":"2009-04-21T10:08:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=112"},"modified":"2009-04-21T10:08:00","modified_gmt":"2009-04-21T10:08:00","slug":"creating-a-lead-in-sage-crm-for-each-incoming-email-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/","title":{"rendered":"Creating a Lead in Sage CRM for an Incoming Email"},"content":{"rendered":"

Have you ever thought of creating a Lead in sage CRM for every incoming email?<\/p>\n

Normally, when an Email is filed in CRM, only a communication and a case are created, no lead.<\/p>\n

To achieve the same in CRM what we can do is that we can modify the default js file\u00a0which will handle the lead creation operation.<\/p>\n

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.<\/p>\n

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).<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> 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.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.
\nGreytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u00a0which will handle the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[81,131],"tags":[1042,1051,1497,3556,3557,3558,3559,2114],"class_list":["post-15704","post","type-post","status-publish","format-standard","hentry","category-crm-dot-com","category-email","tag-email","tag-email-management","tag-lead","tag-lead-for-incoming-email","tag-lead-in-sage-crm","tag-sage-crm-email-management-server","tag-sage-crm-lead","tag-sage-crm-technical-blog"],"yoast_head":"\nCreating a Lead in Sage CRM for an Incoming Email - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating a Lead in Sage CRM for an Incoming Email - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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\u00a0which will handle the\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2009-04-21T10:08:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/\",\"name\":\"Creating a Lead in Sage CRM for an Incoming Email - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2009-04-21T10:08:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/21\/creating-a-lead-in-sage-crm-for-each-incoming-email-2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating a Lead in Sage CRM for an Incoming Email\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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