From mail to opportunity

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi guys, i set up the mail account, and it is very useful! From mails, I can directly log important mail in suitecrm, linking them to a contact.

But If i would like to save the mail as a link for a opportunity, when I do “Compose e-mail” -> related to -> Opportunity the only option is to select an already existing opportunity. Very strange. I would like to create a new opportunity from scratch.

Is it possible?

Thanks

2

Hi, Understood your query that you shared. We have a SuiteCRM plugin Email to Lead it will save the emails when you do “Compose e-mail” related to their field.
It has more amazing features like mapping field, inbound email setup, etc…
If you have any doubt, please feel free to email sales@outrightcrm.com
Thank you

3

Yes,
but I would prefer to manage this directly, without external plugin, if possible.

thanks