Sales Leads are being generated for me when I send a submitted purchase order from the system. i.e. The outgoing email id becomes the contact when it sends a purchase order?
I had thought a sales lead would be generated from incoming mail not outgoing?
Every outgoing / incoming email creates a communication record. And the logic in communication is such that if the sender is not in Contact or Lead tables, then it will create a new Lead.
If the email you are sending to is not a Contact of that Supplier, then it will create a Lead (the reason being that Lead is your catch-all email database to whom you will send an occasional "happy new year" type of newsletter, for example we have like 9000 email ids in our Lead list - people who have given us their email or have signed up, or contacted etc).
What I can also do is that for Customer / Supplier, it will create a contact in that Customer / Supplier. Is that a better design or Lead (as a catch-all) is ok?
Sales Leads are being generated for me when I send a submitted purchase order from the system. i.e. The outgoing email id becomes the contact when it sends a purchase order?
I had thought a sales lead would be generated from incoming mail not outgoing?
This means I have to enter the supplier contact first then send the mail to avoid them coming up as leads...also there is a contact upload form so no worries leave it as is....catch all sounds good for news letters....thanks
On Fri, Jan 11, 2013 at 2:24 PM, Rushabh Mehta <rm...@gmail.com> wrote:
Hi Sonal,
Every outgoing / incoming email creates a communication record. And the logic in communication is such that if the sender is not in Contact or Lead tables, then it will create a new Lead.
If the email you are sending to is not a Contact of that Supplier, then it will create a Lead (the reason being that Lead is your catch-all email database to whom you will send an occasional "happy new year" type of newsletter, for example we have like 9000 email ids in our Lead list - people who have given us their email or have signed up, or contacted etc).
What I can also do is that for Customer / Supplier, it will create a contact in that Customer / Supplier. Is that a better design or Lead (as a catch-all) is ok?
Sales Leads are being generated for me when I send a submitted purchase order from the system. i.e. The outgoing email id becomes the contact when it sends a purchase order?
I had thought a sales lead would be generated from incoming mail not outgoing?
Please clarify.
Thanks & regards,
Sonal
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