krayin / laravel-crm

Free & Opensource Laravel CRM solution for SMEs and Enterprises for complete customer lifecycle management.
https://krayincrm.com
Open Software License 3.0
10.7k stars 701 forks source link

Smart linking in the inbox #1223

Open T3-RnD opened 9 months ago

T3-RnD commented 9 months ago

As discussed with the team, if the system can capture and link the lead emails in the inbox automatically to his Lead Profile, and also linking in the contact if existed

Screenshot 2023-12-29 at 11 50 47 AM

prabhat-webkul commented 6 months ago

@T3-RnD

Please share more details, on what conditions, the system will capture.

prabhat-webkul commented 6 months ago

@T3-RnD

let me know if you can share more details about the same.

T3-RnD commented 6 months ago

Hi there,

I was wondering if you guys can implement a function to check if there is any similarities between the email received in the inbox and any person has this email, it will be also amazing if you capture the lead profile for this contact as well

T3-RnD commented 6 months ago

so the mechanism is the following

prabhat-webkul commented 6 months ago

@T3-RnD ok, sounds good

I'll check this later. For now, adding it into todo.