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When someone sends an email to email@example.com or firstname.lastname@example.org, it is caught be the email@example.com and Aliases distributes it accordingly eg
- firstname.lastname@example.org GOES TO User1 inbox
- email@example.com IS USED TO create a new lead!
What can OpenErp do with these emails...
- firstname.lastname@example.org (would have an attachment)
- email@example.com(would have an attachment)
- firstname.lastname@example.org (may have an attachment)
- email@example.com(may have an attachment)
For remittance, invoming_invoices and statements: I would create projects and assign respective aliases to these projects (remittance, incoming_invoices, statements). Configure the project so that incoming emails referring to this project's alias create issues, not tasks (issues are better to handle communication with external people).
Then define the steps in your projects according to your organization. As an example, for remittance, you can use the following steps: New, Accepted (when you get the valid document), Processed.
For firstname.lastname@example.org, you should create a sales team and assign it this alias. This will create leads that you can convert to opportunities and sale orders.
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|Asked: 2/14/13, 8:09 AM|
|Seen: 2157 times|
|Last updated: 3/16/15, 8:10 AM|