Ir al contenido
Menú
Se marcó esta pregunta
2 Respuestas
4314 Vistas

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
Descartar
Mejor respuesta

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
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
1
nov 22
3355
2
ago 22
7688
1
ene 25
9380
1
sept 21
6694
1
mar 21
5461