3.3.5. 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 team members will get a link 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 email sent will automatically create a new opportunity for that sales team member.

The first thing to do is to configure your outgoing email servers and incoming email gateway from the Settings module ‣ General Settings.

Then set up your alias domain from the field shown here below and click on Apply.

To set-up a team alias, go to the Sales module and click on Dashboard. You will see that the activation of your domain alias has been generated using a default email alias for your existing sales teams.

You can easily personalize your sales teams aliases. Click on the More button for the sales team you prefer, then on Settings to access the sales team form.

In 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.

Additionally, your sales team aliases, can also create a generic email alias that will also generate a new contact in KIU CRM. Still within the Sales module, go to Configuration ‣ Settings and set up your catch-all email domain.

Leave a Reply