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Roman Golotovsky2021-04-16 13:11:38
Bitrix24
Roman Golotovsky, 2021-04-16 13:11:38

Question about linking an incoming email (lead) to a specific deal?

There is a company. The Company has several transactions. The contact person sends two letters. The first letter refers to deal #1, the second letter to deal #2.
Attention to the question: how to link letter No. 1 to deal No. 1, and letter No. 2 to deal No. 2.

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Andrey Nikolaev, 2021-04-17
@gromdron

Attention to the question: how to link letter No. 1 to deal No. 1, and letter No. 2 to deal No. 2.

Bitrix has a regular mechanism for attaching letters to crm entities, but it only works if the letter is answered.
If these are 2 independent letters that the contact wrote himself, then there is no way to automatically distribute them.
The contact person sends two letters. The first letter refers to deal #1, the second letter to deal #2.

In a boxed solution, it is possible to rewrite these algorithms, but this is not an easy task.

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