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Nov 16, 2016 at 10:43 AM

generate lead or task record from email

101 Views Last edit Jul 17, 2019 at 08:37 AM 4 rev

i would like to know if it is possible to generate a record (other the a case) from an email.

1. ability to automatically create a lead from an email sent to specific inbox

2. if email address recognized as existing account, generate task\ sales document out of an email related to the account.