How to automatically assign or avoid automatic assignation of opportunities when created through an email alias?

Question

I use email alias in my CRM in order to automatically create opportunities. There are 2 cases :
I want, for a specific email alias, that the opportunity created is automatically assigned to a vendor. I want, for another email alias, that the opportunity created has no assignation at all.   How can I handle these 2 cases?

Marius Toussaint (mrt) · Accepted Answer

If you go on your sales team, you can access the email alias model.
When on your email alias, you are able to change/add/remove an owner. This owner will be the person automatically assigned as the vendor on the opportunity automatically created thanks to this email alias.
This field is not mandatory. So, if you remove the owner, nobody will be assigned automatically as a vendor on the opportunity. Only the sales team will be defined because you defined the alias on the sales team.

Related Posts	Відповіді	Переглядів
how can i see the leads which are converted to opportunity opportunities crm	1 бер. 25	4380
Automated action how to copy custom field value from another field opportunities crm	1 груд. 22	3067
How to automatically move an opportunity when a meeting is created ? Вирішено opportunities crm studio quickstart pipeline	1 черв. 25	4469
Lead Generation Вирішено opportunities crm leads	3 трав. 24	3606
How to limit access rights to particular menu items ? opportunities crm leads	3 груд. 22	23988

Це запитання позначене

Enjoying the discussion? Don't just read, join in!