Lead Email record exchange

đź’¬ General Discussion
1

Hello,

I’m value to install suitecrm.

Actually with my CRM I have a problem to track/check exchange email with lead after proposal sent.

My use case is:

  1. lead compile webform or i create manually
  2. send proposal
  3. client maybe send me email for more information or question.

it’s possible in lead overview a tabs where there is email record? like an activity login…
I don’t know if I explain well…
it’s a plus if is possible email track

2

Hey there,

I think there may be a few methods to get close to your use case in the CRM

You are able to create Webforms to submit new Leads via the Campaigns Module




You should also be able to compose and send proposals out to these Leads via either the Email module:

Or by using Workflows to automate this functionality:


(For example, a Workflow where: if a Lead is created via the Webform, send them an Email automatically)

In terms of tracking emails to/from clients, you could do also do this via the Email module.

If you configure your email account in the CRM, you will be able to import emails into the CRM

This will then allow you to associate emails with records, tracking this correspondance in the record’s “History” subpanel

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Let me know if you've got any questions, hopefully the above points towards what you'd like to achieve!