FAQs in this section
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Can I create leads, contacts, and organizations using incoming emails?
Table of Contents
Yes. You can automate the creation of CRM records using emails coming into your mailbox. This is possible only when auto-forwarding is set up in your email client. Vtiger CRM uses email information to create deals, leads, contacts, organizations, cases, and other records when you set up auto-forwarding in your email client and mailroom rules.
You can access the mailroom by going to Settings > Automation > Mailroom.
You can access the mailroom by going to Settings > Automation > Mailroom.
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