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crmeventodooodoo11
2 Odgovori
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Jefferson

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! 

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Jainesh Shah(Aktiv Software)
Best Answer

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



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