Suitecrm Email

💬 General Discussion
1

Provision to receive, save and tag official email in the CRM. Whenever the user send an email to the prospect from his email (:eg-qwerty@gmail.com) he should be given a provision to add the CRM credential as a bcc (:eg-qwerty@crm.com) and the same mail should be received, stored and tagged by the system for future references

2

Have a look at the Documentation, and set up a demo server that you can experiment with.

Learn about

  • importing email (creates a copy of the email inside SuiteCRM)

  • “group emails” which are able to automatically link emails to existing cases, etc.