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Deal Creation from Email

User can create Deal by just sending an email in specified format to a configured email address like dealbyemail@xyz.com.

  1. Sender: Has to be sent from an email address that exists as a user in the system e.g. iptest@sumantratech.com.
  2. To create a Deal from email Subject is mandatory.
      3. +Deal Name => Focus -> yes
      -Deal Name => Focus -> no
      Deal Name => Add attachments

    Subject of email is "+Deal Name" then Deal is created with value of Focus field 'yes'.

    Subject of email is "-Deal Name" then Deal is created with value of Focus field 'no'.

    Subject of email like "Deal Name" with attachments is used to add documents to existing Deal with name 'Deal Name'.

  3. Body: Field Name used in Body seprated by colon, after colon give the value of field. Like [Field Name]: [Field Value]
      4. Theme:
      Date Opened:
      Source:
      Organization:
      Sector:
      Deal Currency:
      Total Deal Size (m) (OR Total Size):
      Our Deal Size (m) (OR Size):
      etc.
  4. Rules:
      5. i) Date format -> yyyy-mm-dd.
      ii) Field names in body should either match the screen names or we can define aliases in a backend table (as mentioned in labels above with OR).
      iii) If folder not specified then attachments go to 'Default' folder.
      iv) If field name doesn't match then its ignored.
      v) If field value doesn't match a picklist value then it goes to comments.
      vi) If Assigned To group is not specified then deal gets assigned to the person that has sent the email.
      vii) Email in normal text format or bulleted format both are acceptable.
  5. Notifications:
      6. User will get a notification after successful creation of Deal as well as in case of any failure. Notification will be sent on the email address that was used to send the email.