Converting an email to an Opportunity

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Dear All,

Would anyone be able to explain to me (or direct me to a blog) how the mapping of information from an email into an opportunity/account/contact on the CRM works.

We have performed some trial conversions, however in certain instance not all the information you would "intuitively" assume necessary gets mapped.

How does it decide what data is to be extracted?

Thanks,

Alex

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purwar purwar 2,836 on at

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If you want to convert incoming mail to opportunity use workflow. you can map email subject to opportunity subject. tag the email with opportunity. But you can create opportunity only for account/contact. for this you can create default account and tag all opportunity to that account , other wise use plugin for account.

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Alessandro Graps 2,664 on at

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Hi Alex,

From Outlook?

Why do you create a plugin?

Here the possibile solution...

stackoverflow.com/.../crm-2011-converting-an-email-to-an-opportunity-from-outlook

Bye

Alessandro

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Tin 1,562 on at

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Please suggest me the way to Convert the email into a CRM opportunity or lead from outlook.I dont want to do it manually .Is it possible to perform the same thing by automatically mean by some OOb functionality ,workflow or Plugin.

I want to do the same thing automatically.

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Tin 1,562 on at

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Please suggest me the way to Convert the email into a CRM opportunity or lead from outlook.I dont want to do it manually .Is it possible to perform the same thing by automatically mean by some OOb functionality ,workflow or Plugin.

I want to do the same thing automatically

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