Handling Emails

If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can use opentaps to manage the email inquiry process. You can set up one of your CRMSFA users as the "sole recipient" for this email address and set up other users to have this email address as well. Then, you can set up an inbound listener on this email address. opentaps will automatically pull in all emails sent to this address and associate them with the "sole recipient" email address. This user can then go to [[My Pending Emails Screen] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their My Pending Emails Screen as well. Once an email is marked as completed, it will disappear from My Pending Emails Screen and can no longer be assigned, modified, or deleted.