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Can we use email fax to upload lead via CRM? RRS feed

  • Question

  • Hi All,

    Can we use email fax to upload lead via CRM?

     I tried using the usual method but sending failed.

    Any help and suggestion?

    thanks in advance

     


    bhuma reddy
    Tuesday, June 7, 2011 4:05 AM

Answers

  • Hi,

    You can convert E-mail into Lead, Case with the standard system functionality and can convert fax into the Opportunity and Case or even can create your own workflow that will trigger on activity completion and can have a checkbox on activity form i.e. Convert to Lead. In workflow you can add a step Create New Record and pass all information from the particular activity.

    I hope this answers your quesiton.


    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile



    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Marked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:36 AM
    • Unmarked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:36 AM
    • Marked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:37 AM
    Tuesday, June 7, 2011 6:23 AM

All replies

  • Hi,

    You can convert E-mail into Lead, Case with the standard system functionality and can convert fax into the Opportunity and Case or even can create your own workflow that will trigger on activity completion and can have a checkbox on activity form i.e. Convert to Lead. In workflow you can add a step Create New Record and pass all information from the particular activity.

    I hope this answers your quesiton.


    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile



    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Marked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:36 AM
    • Unmarked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:36 AM
    • Marked as answer by Bhuma Reddy Tuesday, June 7, 2011 6:37 AM
    Tuesday, June 7, 2011 6:23 AM
  • Hi Javeed,

    thanks for help.

    i think it is quiet related to my problem, any how i will try.


    bhuma reddy
    Tuesday, June 7, 2011 6:39 AM