Opportunity email integration and automatic creation

These functions operate only after configuration by an administrator.

Email integration

The Opportunities mailbox is checked periodically according to the integration settings. A link in the email lets you associate it with an existing Opportunity. A configured rule can also create a new Opportunity or Lead from the email.

The administrator must verify the mailbox connection, folder selection, allowed senders, duplicate rules, and assignee settings. Do not copy passwords or other sign-in credentials into notes, documentation, or screenshots. Use a separate test email and then check the Opportunity's Emails and Action History sections. If Hanna cannot create or associate the record, verify that the original email remains available for another processing attempt and that no duplicate is created.

Automatic creation from Lead

An organization can enable a rule that automatically creates an Opportunity when a new Lead is created. The process, stage, assignees, and other details depend on the rule settings. If duplicates appear, check whether more than one rule or email integration is creating the Opportunity.

Opportunity from the customer portal

If the portal allows a customer to submit a new Opportunity, Hanna can create the record and notify the selected team members. Before continuing the sales process, review the customer, description, stage, and assignees.

Evaluate the status of automatic creation, email scanning, and notification delivery based on an actual test record, rather than just the enabled setting.

Related articles

• Opportunity import, export, bulk actions, and reports
• Visibility and customer portal