Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odpovědi
4316 Zobrazení

Good day, Is it possible to connect Event management and CRM?

Here's the scenario. After I've created an event and someone join on the event. his/her name will become a pipeline in CRM or Opportunity in CRM. Is it possible? As far as I know the default flow of event management is after the people joined my event it will become an Sales Order. Please help me guys. Thanks in advance! 

Avatar
Zrušit
Nejlepší odpověď

Jefferson,

If they are feeling form online, you can do the thing that when you receive an email on incoming server it directly create a lead or you can do a form customization such a way that if someone else feeling the form and submit it will create a lead.

so it is possible by adding minor customization with both the way.

hope it will help.

Thanks.





Email: odoo@aktivsoftware.com

Skype: kalpeshmaheshwari



Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
1
lis 22
3358
2
srp 22
7693
1
led 25
9385
1
zář 21
6695
1
bře 21
5465