Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
You can ofcourse make a link that sends an e-mail with BCC to Odoo, just google for that and there are plently great HowTo's.
For your other question. I know you can set an e-mail as being your incoming leads box. This will make all e-mails into a seperate lead. Those are not assigned to a sales person yet. But you could make an automated action for that which selects your lead and based on the subject (name of the lead) it assigns it to your sales person. Is that what you mean?
To set this e-mail go to : Settings -> Sales and then almost at the bottom select "Make leads from incoming mails". Here you should configure your e-mail adres to check for e-mails in that particular box.
The automated action would involve different links(links in which the BCC is sent as stated above) for different sales persons. You give them all a subject name of that particular Sales person.
Then go to Settings -> Automated Actions and create an automated action for each sales person.
The filter is explained how to create this in the light grey text under the filter boxes. Then in the "Action" tab you change the responsible person to the Sales person you want. The Trigger I would use is on creation and then let it wait 1 minute so that the two processen don't entangle.
I hope this is clear for you. If you got anymore questions just comment or contact @ firstname.lastname@example.org
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 9/2/14, 6:15 AM|
|Seen: 1487 times|
|Last updated: 3/16/15, 8:10 AM|