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Thread: Inbound Emails and Leads Issue

  1. #1
    dcornford is offline Sugar Community Member
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    Default Inbound Emails and Leads Issue

    Hi everyone

    Hope you can help. I'm new to Sugar and I cant get my leads to be updated with replies to emails.

    Here is what I am trying to do.
    - upload new leads such as visitors to a trade show booth (no problems here)
    - email out to new leads with details of special offer (no problems here)

    Here is where the problems start
    I want people to be able to reply to those emails (any emails that are sent to them) and for their lead record to be updated. I've created both inbound group and personal accounts and replies to emails sent from either just don't seem to update the leads. Any ideas?

    FYI I'm using Sugar Community Ed 6.0.2

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Inbound Emails and Leads Issue

    What exactly do you mean by "update the leads?"

    Are you saying that if you send an email to the email address found on a lead, the email message does not get associated with the lead and conversely, that when you receive an email with a FROM email address that reflects the email address of a lead, it too does not get linked to the lead that contains the address?
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    dcornford is offline Sugar Community Member
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    Default Re: Inbound Emails and Leads Issue

    Thanks, its the last part:

    "...when you receive an email with a FROM email address that reflects the email address of a lead, it too does not get linked to the lead that contains the address?..."

    I can send emails out of Sugar to a lead and the email I am sending is attached to the lead - no problems there. The issue is that when the lead replies to that email, the reply does not attach (link) to the lead.

    I just cannot work this out!

    David

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Inbound Emails and Leads Issue

    Does this happen for all leads or only some of them?

    Is the email address shared by any other record in the database? For example, a contact?

    What happens when you compose an email and instead of searching for the lead or clicking on the lead's email address, you instead simply type it into the TO field? Does that message get linked?
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    RolusTech's Avatar
    RolusTech is offline Sugar Community Member
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    Default Re: Inbound Emails and Leads Issue

    Hi,

    This is a routine tasks for us and I am confident that we can help you resolve the reported inbound emails and leads issue.

    Please send us an email on info@rolustech.com in order to proceed.

    Rolustech is an official SugarCRM Partner providing comprehensive SugarCRM solutions including Customization, Integration and Mobile solutions.

    The Rolustech Team
    SugarCRM Customization,SugarCRM Integration,Implementation of Sugarcrm, Sugarforge (Open Source)
    US: +1.310.492.5564
    UK: +44.207.993.8524
    Skype: rolustech
    Email: info@rolustech.com

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