Highlevel Overview
Tired of manually creating new leads? The MTS Email To Customer add-on by Mien Trung Software auto-captures relevant content from inbound emails and creates new leads in your SuiteCRM. Check out the key features below:
Key Features
- Monitors your support email inbox and automatically generates SuiteCRM Email to Lead or new target/contact, based on your configuration
- Ability to send an email to any users once the new customer has been created
- Automatically assign to any users
- Ability to convert email to many record in list of Person modules (Lead, Contact, Target, even custom person module)
Watch Video Overview
How it Works
Configuration screen:
Email format sent from contact form in your website:
New lead created automatically from email in SuiteCRM:
To learn more about this solution, go to MTS Email To Customer or search for "new leads."
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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Colors
Colors for SuiteCRM helps you create and maintain a unique color code of your customer data so it’s easy to identify the records matching the criteria with a highlighted color. What’s unique about this add-on is, it allows you to configure colors at both the field level, home page dashlets, and ...
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