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Add an inbox (unified inbox) of communication

Open the3dfox opened this issue 6 months ago • 0 comments

As of now, there is no way to create a lead or deal based of a message like an incoming email. Although outgoing emails are tracked inside leads/deals, there is no general inbox view.

Zoho CRM implemented a whats called SalesInbox where you can quickly sort through your incoming messages and convert them to leads/deals

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I'm making this suggestion because I don't know what the strategy for incoming communication is inside Frappe CRM. What already works right now is to go to the desk inside communication and manually relink a specific email to a CRM deal

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Which reflects and can be seen inside Frappe CRM image

the3dfox avatar Jul 31 '24 19:07 the3dfox