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+--- Thread: No Add contact from mail manager (/showthread.php?tid=838)
No Add contact from mail manager - hussaingi - 01-08-2018
Hi
No option to add contact from mail manager
if we have a ticket from the same email id.
How to add contact from mail manager even ticket exist for same email id ?
Pls find the attachment
RE: No Add contact from mail manager - joebordes - 01-08-2018
I understand that the tickets are related to Accounts and you want to create a contact with that same email.
I understand that the application does contemplate adding an Account nor a Contact because the ticket is already related with one of them and the record already exists and I think this seems correct. If you want to convert an Account into a Contact you can create the contact from the account's related list which will fill in some information for you and you can create business mappings to make that even more powerful.
I'm not sure I answered your question but in short: I think the current behavior is correct.
RE: No Add contact from mail manager - hussaingi - 01-08-2018
"I understand that the tickets are related to Accounts and you want to create a contact with that same email."
I did not understand what do you mean by "Accounts"?
The Ticket created through "Mail Converter" and this is the very first communication we received from a stranger (neither our client nor user).
After reviewing his mail I would like to add him as "Opportunity" through Add Opportunity option from mail manager.
'Add Opportunity' pop up windows have a field called RELATED TO which required either 'Contact' or 'Organisations'
As I told you earlier we did not have any records except said ticket. Therefore I would like to add a contact from mail manager or Organisation.
At this moment all our business promotions held through Direct mailing only. So we have to review all email reply responses and from their, we have to start our business process (here we can call marketing process) to sell our services. If the email response is quite direct I would like to convert into Opportunity otherwise convert as Ticket to follow closely. If we can be convinced through ticket we would like to convert as lead or opportunity.
1.Is this process correct or please advice me better work model.
2. Please advise me how to add contact from ticket?