4.6. HOW TO GENERATE LEADS FROM INCOMING EMAILS

There are several ways for your company to generate leads with KIU CRM. One of them is using your company’s generic email address as a trigger to create a new lead in the system. In KIU, each one of your sales teams is linked to its own email address from which prospects can reach them. For example, if the personal email address of your Direct team is direct@mycompany.example.com, every sent email will automatically create a new opportunity into the sales team.

For set up team alias, Go on the CRM module > Configurations > Sales Teams. You will see that the activation of your domain alias has generated a default email alias for your existing sales teams.

You can easily personalize your sales teams aliases. Into the Email Alias field, enter your email alias and click on Save. Make sure to allow receiving emails from everyone. From there, each email sent to this email address will generate a new lead into the related sales team.