Webmail Module for effective referral marketing campaigns

Qualifying Incoming mails

Case 1: If the mail comes from a undefined user on qualifying new contact will be created in the CRM and mail will be attach to newly created contact.

Case 2:If a mail has come from a lead then qualifying the mail to attach the mail to the lead.It will not create any contact.

Case 3:If with same mail id a Lead and a Contact is present then qualifying the mail will attach the mail to the Lead instead of contact.

Case 4:If Lead is converted to Contact then if we will qualify any new mail then the mail will not get attach to the contact but to the already converted lead, if we will access the lead through direct URL(putting record id) then we can see the qualified mail attached there.

If I will delete the converted lead then further qualifying mail will attach the mail to contact.

Case5:If two contacts are there with same mail id then qualifying a mail will attach the mail to the first contact got created in the CRM not to the second one.If i will delete the first contact then the mail which will get qualify after wards will get attach to the 2nd contact.

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11 responses to Webmail Module for effective referral marketing campaigns


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