Did you know that SageCRM has the ability to apply rules to inbound emails? Can your CRM system do this? Here is an example:
When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the e-mail address.
■ If only one person is associated with that e-mail address— even if the e-mail address is used as a private and business type—a communication is created for that person, which is also associated with the CRM user.
■ If an associated person cannot be found or if multiple people are associated with the address, the e-mail table is checked for an associated company and a communication is created for that company. This is also associated with the CRM user.