CRM Configuration Set: Email Alias on Opportunity
Set email alias for each opportunity and log a note in the chatter when receiving email
CRM Configuration Set: Email Alias on Opportunity
Set email alias for each opportunity and log a note in the chatter when receiving email
STORY BEHIND THE FEATURE
ODOO'S FUNCTIONS
Odoo proposes an advanced CRM / messaging and email alias to create new objects in the system without connecting to Odoo. Meanwhile, this powerful engine is not yet used to log notes nor save history to an opportunity record.
CLUEDOO'S FUNCTIONS
Cluedoo extends this engine to put an automatic alias on sales, as we have on the project or helpdesk team, such as:
<Internal_reference>@<your_domain>.com
When you write to this alias, it will automatically log a note on the sales order.
MODULE +
Gives the possibility to keep all the history relating to a specific opportunity in Odoo easily via email.
CLUEDOO RECOMMENDATIONS
Install on 100% on your database, especially if partner relationship is a central point in your company.
HOW TO USE THIS MODULE
1
On a CRM Opportunity, we can set an Email Alias.
2
Write an email to the Email Alias.
3. This will log a note on the opportunity.
